Organisation Owner
Invite Managers and Owners
For whom and what you need
For an Owner of an organisation who wants colleagues to work on the buildings in the portal too. Only an Owner can invite; a Manager sees the message Only an owner of the organisation can invite people. in the same place.
You will need your colleague's email address and a decision on the role you invite them into:
- A Manager does all the everyday work — buildings, Invitation Codes, residents, Issues and publications; it is described in Find your way around and the other Journeys of the Manager part.
- An Owner can also invite people, change their roles and remove them, read the audit log, rename the organisation and close it. Make an Owner only of somebody you would trust with closing the organisation.
You can change the role later: Change roles, remove members, leave.
Steps
Open the members
Click your name (or its initials) at the top right, then Profile in the account menu, and the organisation's name in the section Your flats and organisations. On the page Organisation click Members. The page Members shows the table of members, below it the card Invite a person and the list Pending invitations.
Send the invitation
In the card Invite a person type the address into Email, in Role leave Manager or choose Owner, and click Send the invitation. The portal says The invitation is on its way.
The invitation appears under Pending invitations: the address, the role and the day you sent it. Your colleague accepts it as described in Accept an invitation — with the account they already have in the portal, or a new one made from the link.
Send it again when it gets lost
If your colleague cannot find the email, or more than 7 days have passed since you sent it, click Send again next to the invitation. A new email goes out and the link in the earlier one stops working (A new invitation is on its way; the earlier link no longer works.). Tell them to use the newest.
Withdraw it if you made a mistake
Clicking Withdraw next to an invitation withdraws it. It disappears from the list, and from now on the link in your colleague's email opens the page This invitation is no longer valid. The button does not ask for confirmation, but it breaks nothing: you can invite the address again at any time.
What others see
What the invited colleague sees
They get an email whose button opens the page You have been invited with the organisation's name, the role and their address. Until they accept, they do not see the organisation. Once they do, they appear in the table of members with a date under Joined and leave the pending invitations; you get no email about it.
The other members see the pending invitations too; other Owners can send them again or withdraw them, Managers only see them. The audit log gains Invitation sent for every sending, repeated ones included, and later Invitation accepted or Invitation withdrawn.
Mails
You will receive this email: Invitation to manage Správa bytov Javorina s.r.o.
Goes to the invitee when you click Send the invitation and after every Send again. It says whether you invite them as a Manager or as an Owner, and its button Accept the invitation opens the invitation. The link works for 7 days and only once. Somebody who already has an account in the portal gets the email in their language; an address with no account gets it in the language you are using the portal in.
No email reaches you or anybody else when the invitee accepts, nor when you withdraw an invitation.
When something goes wrong
This person already works in the organisation.
The address belongs to a member of the organisation. To change their role, use the table of members.
This address already has an invitation waiting.
The address has an invitation waiting. You cannot send a second one; click Send again next to it.
The invitation was created, but we could not send the email. Use "Send again".
The invitation is on the list, but the mail server did not accept the message. Try Send again in a little while. If it keeps happening, contact the operator of the portal.
Your colleague says the invitation is no longer valid
The link is older than 7 days, has been used, or you have sent a newer one since. Click Send again and have them open the link in the new email.
You invited the wrong address or role
While the invitation is waiting, withdraw it and send a new one with the right address or role. If your colleague has accepted already, change the role as described in Change roles, remove members, leave.
Where it ends
For you the Journey ends when the invitation is on the pending list; altogether, when your colleague appears in the table of members. From then on they work in the organisation as you do, following the Journeys of the Manager part.