Using CM Chat
Inviting people
If your workspace allows it, you can invite people by email without asking an admin. The person gets the same invitation email an admin would send, with a link that works for 7 days and for one person.
Who can invite
Your workspace owner or admins choose who may invite:
- Any member. Every member can invite.
- Any member, an admin approves. Your invitation waits until an owner or admin approves it. Nothing is emailed before then.
- Admins only. Only owners and admins can invite. You will not see Invite people at all.
Guests can never invite. Members can invite members and guests; only an admin can invite another admin or an owner, from the admin console. See Admin: Invitations.
Invite someone
- Click your workspace name at the top of the sidebar.
- Click Invite people…. (Inside a channel you can also open the member list, click Add people, then the tab Invite someone new by email.)
- Type one or more Email addresses. Separate them with commas or new lines. You can invite up to 10 people at a time.
- Choose Join as: Member or Guest (client or outside collaborator).
- For a guest, pick Guest access ends. They are signed out on that date.
- Tick the channels to add them to. Only channels you are in are listed. A guest needs at least one.
- Optionally write a Personal note, up to 500 characters of plain text. It appears in the email.
- Click Send invitations (or Send for approval).
The email says who invited them, for example "Alex Rivera invited you to Acme Studios on CM Chat". You never see the invitation link, so it cannot be passed on by accident. The person accepts it as described in Accepting an invitation.
What the answers mean
- Invitation sent. The email is on its way.
- Waiting for an admin to approve. Your workspace uses approval. You will see the result under Invites I sent.
- Already a member or already invited. Nothing was sent, because that address is already in the workspace or has a pending invitation.
- Not a valid email address. Check the spelling.
Invites I sent
Open Invite people… and click the tab Invites I sent. It lists your invitations as Pending, Awaiting approval, Joined, Expired, Cancelled or Declined.
- Resend sends a fresh link by email and cancels the old one. Use it if the email was lost or the invitation expired.
- Revoke cancels an invitation that is no longer needed. The link stops working.
You can only manage invitations you sent. Admins can see and manage all of them.
Limits
To keep the workspace safe from spam, each person can send only a limited number of invitations per day and per week, and the workspace has a daily limit too. If you reach a limit, try again later or ask an admin to invite the person. Every invitation is recorded in the workspace's audit log with your name.
If something goes wrong
- I do not see Invite people. Your workspace does not let members invite, or you are a guest. Ask an admin.
- Email could not be sent. The invitation is saved. Try Resend later, or ask an admin.
- They cannot find the email. Ask them to check spam. The sender is CM Chat, and the subject names you and the workspace.
