Support Centre

How to invite users?

In this article you will learn:

  • How to send an invitation
  • How to check the status of an invitation
  • Understand automatic reminders for pending invitations

How to send an invitation ?

  1. After creating a new user and filling in all the required information, click on “Send Invitation”.
  2. The user will then receive an email with a link to register.
  3. If the user has been created but not yet invited, his/her name will appear with the status “Created”.

How to check the status of an invitation?

Once a user is created, you can track their status in the Users list.

  • If the invitation was sent but not yet accepted, the user will appear under the status “Invited”.

  • By clicking on the user’s name, you can see the date and time of the last invitation.

  • You can also choose to resend the invitation if needed.

Troubleshooting invitations

If a user reports that they have not received the invitation:

  1. Double-check that the email address is correct.
  2. Ask the user to verify their spam/junk folder.

If the invitation is still not received, please contact our Customer Happiness Engineers.

Automatic invitation reminders: how does it work?

Sherpany automatically sends reminder emails to users who have not yet accepted their invitations.

  • When reminders are sent: every Wednesday at 10:42 AM (CET), the system checks for pending invitations.

  • Logic behind reminders:

    • A reminder is only sent if at least 2 days have passed since the original invitation. Example: if a user was invited on Monday or Tuesday, no reminder is sent that same Wednesday.

    • If the invitation is still pending the following week, a reminder will be sent.

  • How long reminders last: users receive weekly reminders for up to 30 days after the initial invitation.
    If you manually resend an invitation from the User Management module, the 30-day period restarts from that moment.

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