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There are four quick ways to invite (add) people to a Circle.
Add a person to a Circle from the:
NOTE: Only a Circle Admin or a Billing Moderator can invite or add people to a Circle.
Add from the Members list screen
- Click your account drop-down on the top-left of the screen.
2. Select a Circle from the Your Circles list. (Or click Manage Circles, and click View under the required Circle).
3. The selected Circle opens.
4. Click the Members option (in the left-hand sidebar).
5. Click the Add member button.
6. Enter the email address of the person you want to invite.
NOTE: If the person is a member of another Circle of which you are an admin, their name and email address automatically appear in a box below the Add member field.
7. Click the box with the name and email address. The person is added below the Add member field.
NOTE: If the person is not a member of another Circle of which you are an admin, the email address appears in a box with no name.
8. Click the box with the email address. The person is added below the Add Member field as a 'Pending user'.
9. Search and add to the list as many people as you require.
10. When you have added all the people you want, click Save.
Add from the Circles list screen
- Click Manage Circles.
- Click the 3 dots in the top right corner of your Circle.
- Select Invite Member.
- Enter the email address of the person you want to invite.
If the person is a member of another Circle, of which you are an admin, their name and email address automatically appears in a box below the Add Member field. Click the box with the name and email address and click Save.
If the person is not a member of another Circle of which you are an admin, the email address appears in a box with no name.
Click the box with the email address. The person is added below the Add Member field as a 'Pending user'. - Search and add to the list as many people as you require.
- When you have added all the people you want, click Save.
Add from the Create a New Circle dialog
You can invite people when you create a new Circle.
- Follow the link here for instructions
Add from a Circle's dashboard
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Select a Circle from the Your Circles list.
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When the selected organization opens, click the Dashboard option (at the bottom of the left-hand sidebar).
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Click the People tab.
- Click Add Member, and add members as described in the sections above.
Tip: If the invited person is a member of a team or Circle of which you are the administrator, that person is added directly to the Circle when you click Save.
If the invited person is a 'pending user' when you click Save that person is emailed an invitation/request to join the Circle.
Tip: View unanswered invite requests in the pending invites box:
