Overview

This article provides a step-by-step guide for administrators on how to send email invitations to employees to create a PostBeyond account. It highlights the importance of personalizing the invitation and offers additional resources and support for users who need assistance with the platform.

 

Information

Learn how to invite your employees to PostBeyond. Administrators can easily send email invitations to employees with a link to create a PostBeyond account.

 

Note: For those who have Home Groups enabled, there will be some differences.

If you would like to learn how to invite groups of employees in bulk, please see the article: How to Bulk Invite Employees to PostBeyond.

 

Step 1: Go to the Administrator side of the platform

Click on the 'Team' tab.

 

 

Step 2: Click on the 'Invite users' button in the top right-hand corner of the screen

 

Step 3: Select 'Invite via Email'

 

Step 4: Fill in the fields

 

Step 5: Click on '+ Add new user' to add additional users

 

Step 6: Customize the email invitation

Include a personalized, relevant, and compelling message encouraging employees to create a PostBeyond account.

 

Step 7: Click the ‘Send Invites’ button in the top right-hand corner of the screen

 

You did it!

After clicking the 'Send Invites' button, email invitations will be immediately sent to employees.

 

Employees will receive the invitation in their email. Your custom message will be formatted like this:

 

 

Helpful Resources

Explore the following resources to get started and make the most of your PostBeyond experience:

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

 

 

FAQ

How do I invite employees to join PostBeyond?

Administrators can invite employees by going to the 'Team' tab on the administrator side of the platform, clicking 'Invite users', selecting 'Invite via Email', filling in the required fields, customizing the email invitation, and then sending the invites.

Can I add a personalized message to the email invitation?

Yes, you can customize the email invitation with a personalized, relevant, and compelling message to encourage employees to create a PostBeyond account.

What should I do if I need assistance with inviting users to PostBeyond?

If you require further assistance, you can contact PostBeyond support at support@postbeyond.com.

Is there a way to invite groups of employees in bulk to PostBeyond?

Yes, for inviting groups of employees in bulk, you can refer to the article "How to Bulk Invite Employees to PostBeyond" for detailed instructions.

What happens after I click the 'Send Invites' button?

After clicking the 'Send Invites' button, email invitations will be immediately sent to the employees' email addresses you provided.