How can I check the invite status of users?
- Richard Larcombe
- Alice Wharton
Learn how you can check on a user's invite status.
This article will explain how to learn an user's invite status into the system.
i.e. Whether they have been invited and their invite is pending, whether they have been confirmed, or whether they have been deactivated.
How can I get an overview of the invite status of individuals?
Step 1: In the top navigation bar, select People > Individuals.
Step 2: You will then be able to see everyone's status.
Different status types
What do all the different statuses mean?
Not yet invited: A user's details have been added to the system but they have not been invited into the system yet.
Invite scheduled: A user's details have been added to the system and a time has been selected for when the invites should be sent out.
Invite pending: The invite has been sent to the person, but the person has not yet accepted.
Confirmed: The person has successfully joined the system.
Deactivated: The user has been deactivated.
Notes about deactivated users:
Deactivating a user will remove some of their temporary data, such as: event enrolment and upcoming tasks that they have been set.
However, any permanent data (e.g. tasks completed) will remain if they are reactivated.
Searching by status type
Using the filters at the top (highlighted by the pink box) you can easily search for individuals by their status.
This allows you to easily check to see who has been confirmed, or who hasn't accepted their invite request yet, etc.