Inviting People
These tips are for organizations created prior to March 13, 2020. Visit help.samepage.io if your organization is newer than that.
Samepage helps you work with people inside and outside of your organization. Inviting contractors, clients, vendors, and other external collaborators is just as easy as inviting your co-workers. When inviting someone, simply invite them as either a member or a guest. Here's how:
Inviting Members
Typically, your co-workers should be invited as Members. Members are automatically added to your "Everyone" team, and they are free to discover and join other "Open" teams within your organization. They're also free to explore "Protected" teams, though they won't be able to edit protected content without being invited to those teams first. Members also have the ability to create teams, invite people, share pages with the public, etc. You can invite members to your organization in a few easy ways.
The Home Screen
On a desktop computer, your Home screen can be accessed near the top of the dock 1 After accessing your Home screen, you'll see a button for inviting people in the upper right corner. 2 Once you click the Invite button, a popup window will allow you to enter email addresses or use a CSV file for mass invitations. 3
A Team's Settings Menu (gear icon)
If you'd like to invite someone to a specific team, first navigate to the team, and then look for the team's gear icon 1 Select the "Team members" option, then look for the button to +Add members. A popup will appear that gives you the option to invite people as members or guests.
Inviting Guests
Guests are typically people outside of your organization. They're often customers, contractors, vendors, etc. The 'online status' indicators on their avatars signal their status as guests with a small arrow, as shown below:
Guests can be invited to participate in 3 ways.
Teams
Inviting a Guest to a team is useful when you want the Guest to have access to everything within the team, including the team Pages, Chat, Tasks, Events, and Files sections. You can invite a Guest to a team in the same way you invite a member to a team, with the team's settings menu (gear icon), as explained above.
Team Pages
If you don't want a Guest to have access to everything within a team, you can invite them to a specific page. Your guest will be allowed to contribute to the page but will not be allowed to navigate to other areas within the team. To invite a Guest to a page, navigate to the page and look for the page's 3-dot menu 1. Then select "Share", followed by "With specific people".
Private and Group Chats
You can also invite guests through the People screen. Click the "Settings" icon in the lower left corner of your desktop screen and select People. By inviting Guests through the People screen, you'll only have the ability to chat and audio/video conference with them in a one-on-one or group chat setting. You'll still need to invite them to a team or a page if you want them to participate there.