How to send a Member Welcome link via your own Email Box

In certain cases, it may be useful to send a member of your organization a link for them to sign-up to BoardCloud.
This is particularly useful when the normal Welcome email is not being delivered.

The Send Member Invite is only available if the member hasn't confirmed their account yet. Their details will be highlighted in a pink/red color in the Manage Member section.

How to Email a Welcome Link

1. Navigate to Admin – Manage Members
2. Select the member you wish to send a Welcome link to (only members highlighted in pink/red color)
3. Click the edit pencil to the far left of the member’s name
   The Edit Member will open
4. On the navigation on the right of the screen, click the Send Member Invite button. It is directly under the profile picture
   
   The Member Invite screen will pop up:
   
5. Click on Generate Invite Link, outlined in yellow above
6. In a few seconds, the Member Invite Link pop up will appear
7. Click the copy link button on the right side of the link (outlined in yellow below). The pop up should close and a message should appear in the top right of the screen affirming that the link has been copied
   
   
   
   
8. Open your email
9. Compose a new email to the member you are sending the link to. The email should contain the following:
   Title the email subject similar to: "Welcome to BoardCloud"
   Write a short explanation for the member similar to:
   
   "Please click the link below to sign in to our new board portal. The link will take you to a screen where you will be able to set your password and be able to access your board materials."
   
   Finally paste the link saved in your clipboard into the email below the short explanation and send the email.

Note: Each link is distinct for each member. You have to make individual link for each member you email.