Invite people to your organization

  • Directory > User > All permission

You can invite people to your organization with an invite link or by email.

Note: When you create new users, Genesys Cloud automatically sets their status as active whether you send the invitation now or later. If you choose to send inviations to new users later and manually set their status to inactive, when you send the invitations Genesys Cloud automatically changes their status to active.

Send or post an invite link

Send or post a link that people can use to create a password and sign in to your organization in one step. This link can be passed to others in a viral fashion.

  1. Click Admin.
  2. Under People and Permissions, click People.
  3. Click Add Person. The Add People to the Organization dialog box opens.
  4. Click the Link tab.
    Note:  Ensure that the People can add themselves to this organization setting is enabled.
  5. Click Copy to copy the link to your clipboard.
  6. Enter the email domains that are allowed to create accounts in the Allowed Email Domain(s) field.
  7. Paste the link in an email or post the link where members of your organization can access it. 
Note:  To prevent invitation links, disable the People can add themselves to this organization link.

Send email invites

Note:  Do not do this if you already sent invites automatically when adding users. To check if you sent an invite to a user, see the Welcome Sent column on the Manage People page.

Use these procedures to send login information to new users by email. These emails contain a link to set their passwords and to additional information on the Resource Center.

Invite a single user

  1. Click Admin.
  2. Under People and Permissions, click People.
  3. Find the person with search or by paging through the user list.
  4. From the More Options menu, select Send Invite.

Invite all users who have not received invites

  1. Click Admin.
    1. Under People and Permissions, click People.
    2. Click Invite All at the top of the people list.
    3. Click Yes.