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Invitations

Invite Users One-at-a-Time

Send Realm invites to individuals.

  • You'll need the View Details for Individuals permission.
If an individual has an email address listed on their profile, you can send them an invitation to Realm.
Note:

You can also select Send Invite when creating a profile to issue an automated invitation.

  1. Locate the person you want to invite, and open his or her profile.
  2. Click the ellipsis icon next to their name at the top of the page, and select Send Invite.
    Note:

    Required Info

    Individuals must have an email address listed on their profile before you can send them an invitation.

  3. To see a list of invitees, click Profiles > Pending Invites. To send reminder emails, select the check box next to one or more individuals, then click Send a Reminder in the drop-down list at the top of the page.
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Last updated: July 31, 2024