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Requirements

Organization Admin permissions are required to invite users.

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User invitation requests

If the New user invitations setting is enabled, users can request an invitation from your organization’s login page.

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Stale invitation requests

If you see invitation requests from users who are already active members of your organization, you can safely dismiss these requests. These stale requests can occur when a user submits an invitation request and then joins the organization through SSO or SCIM provisioning before an Organization Admin acts on the request. To dismiss a stale invitation request:
  1. Navigate to Settings > Users.
  2. Click the Invitation requests tab.
  3. Find the request from the user who is already a member.
  4. Click Dismiss next to the request.
If you attempt to invite a user who is already an active member, you’ll receive a error indicating the user already exists in the organization.

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Inviting users

Once an invite is sent, new users have 7 days to log into Omni. The invite will automatically expire after this time and the user will have to be re-invited.
If the New user invitations setting isn’t enabled or you need to send a one-off invite, you can manually invite new users.
  1. Navigate to Settings > Users.
  2. Click Invite.
  3. In the Email field, add the emails of the users you want to invite as a comma-separated list. For example: 
    blobby@blobsrus.com,blob.ross@blobsrus.com
  4. Click Send invitations.
After the invitation is sent, the user will appear in the Users list with an Invited badge and you’ll be able to assign permissions to the user:

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Re-inviting users

If a user hasn’t accepted their invitation by logging in to Omni or needs a new one, you can revoke and re-send their invite:
  1. Navigate to Settings > Users.
  2. In the Users list, find the user with the Invited badge.
  3. Click Manage next to their name.
  4. At the bottom of the user’s profile page, click Revoke invitation.
  5. Return to Settings > Users and click Invite.
  6. In the Email field, add the user’s email address.
  7. Click Send invitations.
The user will receive a new invite email and appear in the Users list with a refreshed Invited badge.