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Invites and Account Roles

Account roles in GLYPH define the permissions for each member. Admins and managers have elevated privileges, while users and guests can collaborate using the core features.

Admins and Managers:

Invite Type:

  • Individual: Invite a single member to your workspace.
    • Enter Email: This email will be used to log in to GLYPH.
    • Send Link in Email Invitation: Check this box to send the invitation directly via email.
      • If unchecked:
        • After creating the invitation, you will receive a link and a QR code.
        • You can copy the link or QR code and send via another messaging platform.
  • Mass Onboarding: Invite multiple guest or users to your workspace.
    • Enter Campaign Name: Used to identify why the invite was created.
    • Enter start date/time range: The earliest time new members can onboard using the link.
    • Enter end date/time range: The expiration time for the invite link, after which new members cannot onboard.

Select Role:

  • Admins can:
    • Setup and access archiving.
    • Invite new members.
    • Mange workspace members.
    • Manage group members and devices.
    • Use all the core features of GLYPH.
  • Managers can:
    • Invite new members.
    • Manage workspace members.
    • Manage group members and devices.
    • Use all the core features of GLYPH.
  • Users can:
    • Manage group members and devices only in groups they create.
    • Access all the features of GLYPH, except those limited to admins and managers.
  • Guest:
    • Have limited access to only groups they have been added to.

Add to Groups (Recommended):

  • Add one or multiple groups to the invite.
  • Added groups will show in the new member's group list upon their first login.
  • Existing members using a mass onboarding link with groups attached will also have these groups added.

Huddle Group:

  • If a group is added, new and existing workspace members can join a group huddle.
    • New member experience
      • Open the huddle group link.
      • Complete onboarding to create a GLYPH account.
      • Land in the pre-huddle view and select "Join" when ready.
      • Add your device to the group to begin messaging and file sharing.
    • Existing member experience
      • Open the huddle group link.
      • Skip onboarding and land in the pre-huddle view, then select "Join" when ready.
      • Add your device to the group to begin messaging and file sharing.

Send Invite:

  • After selecting the "Send" button, you'll be presented with an invite link and a QR code.
  • Copy the link or QR code and send it via another messaging platform.

Pending Invites:

  • To view any pending invites, navigate to Pending Invites
  • Pending invites will display the email address or the campaign name along with the expiration date.
    • Individual invites are active for 7 days from creation.
    • Pending invites with a strikethrough have expired and are invalid.
  • Expand invites to change invite fields, resend or delete them.
    • Deleting an invite makes it invalid and remove it from the pending invite view.
  • Resending an invite
    • Creates a new link, previous links will become invalid.
    • Check the "Send Link in Email Invitation" box if you'd like the link sent to their email.
    • New links are active for 7 days from creation.