English (US)
Log in
Головна
Головна
GETTING STARTED
Get your whole company connected in as little as 5 weeks.
Choosing Workplace
Let's get into all the reasons that Workplace is the right choice for your business.
Solutions
From leveling-up company communication to building a better culture, we’re here to solve your toughest challenges.
Customer Stories
Find out how organizations like yours are using Workplace to solve their most important business challenges.
Why Workplace
Why Workplace? Because it's familiar, mobile, secure, integrated and connects everyone. Why else?
Diversity & Inclusion
We’re doing our bit for a better world by making sure every employee feels seen, heard and valued.
Future of Work
Learn how to take your first step into the metaverse with Meta's hardware and software solutions.
How can Workplace help you?
From leveling-up company communication to building a better culture, we’re here to solve your toughest challenges.
Business Communication
Our easy-to-use tools will make your most important messages unmissable, and your intranet inspirational.
Employee Engagement
Ditch the email for more engaging company-wide conversations that give every employee a voice.
Strengthen Culture
Show people you’re committed to culture by empowering everybody to be the best version of themselves.
Getting Connected
Bring your entire organization together on Workplace, even if they don't have an email address.
Frontline Workers
61% of frontline managers say there’s a disconnect in communication with head office. We help close the gap.
Remote and Hybrid Working
Whether they’re working from home or the office, Workplace keeps your employees connected to your company’s culture.
Browse All
Organizations of all shapes and sizes are gaining a competitive edge with Workplace. Find your favorite story.
Podcasts
Listen to our Pioneer Podcasts to hear some of our favorite success stories from our biggest champions.
TECHNICAL RESOURCES CENTER
Get help with setting up Workplace, managing domains and other technical issues.
Mastering Workplace Features
Ready to become a Workplace pro? Learn all the ins-and-outs of our key features with in-depth guides, step-by-step user instructions and resource hubs.
Technical Resources
You don't have to be an IT genius to launch Workplace, but if you are then these technical resources are for you.
Help Center
Find step-by-step instructions and answers to frequently asked questions.
Support
Still can't find what you're looking for? Get in touch with a team of experts for more hands-on support.
What's New in Workplace
Stay up to speed with all the latest Workplace innovations, feature announcements and product updates.
Set up Guides
From adding a domain to inviting users, follow this step-by-step guide to set up your Workplace.
Domain Management
Find out why domain management matters - and how to do it properly.
Workplace Integrations
Discover how to bring all your tools together. Something missing? Learn how to build your own integrations.
Account Management
Keep your Workplace up to date by creating, maintaining or deactivating user accounts.
Authentication
Make sure you only give access to the right people by integrating with your current identity solutions.
IT Configuration
Learn how to keep Workplace running smoothly with info on networks, email whitelisting and domains.
Account Lifecycle
Understand the process of inviting members of your organization to claim their accounts.
Security and Governance
Get the lowdown on how we keep your people and information safe on Workplace with added technical terminology.
Workplace API
Learn how you can automate and integrate your custom solutions with Workplace using our API.
Getting started
From launching Workplace to paying for it, learn more about those crucial first steps.
Using Workplace
This is where we reveal the hidden depths Workplace has to offer with tips and info on key features.
Managing Workplace
Got a specific question about managing content, data or employees? This is the place to ask it.
IT and Developer Support
Looking for answers to more technical questions about security, integration and the like? Start here.
Support
Still can't find what you're looking for? Get in touch with a team of experts for more hands-on support.
Get in touch
Need help with your Workplace account? Fill out this form to get all the answers you need from our customer support.
Security
    Customer Stories
    Workplace for Good
      Getting Started
        Interactive Demo
          Pricing Plans
            Forrester ROI Study
              Events & Webinars
                Ebooks & Guides
                  Newsroom
                    Become A Partner
                      Service & Reseller Partners
                        Integrations Partners
                          Start Using Workplace
                            Mastering Workplace Features
                            Workplace Use Cases
                              Workplace Academy
                                Customer Communities
                                  English (US)

                                  Account Lifecycle Invite Process

                                  Understand the process of inviting members of your organization to claim their accounts.

                                  Overview

                                  Overview

                                  Until members are invited to use Workplace, they will be unaware they have a Workplace account. When an account is in an uninvited state:

                                  • The member cannot claim the account and any attempts to do so will fail.
                                  • The member will not receive any emails or other notifications from Workplace.

                                  When you are ready for your members to be made aware that they have an account to claim, you will invite them to Workplace. Users have to claim their accounts first in order to start using Workplace.

                                  How to Invite Accounts

                                  There are three ways to invite people to claim their accounts: Invite everyone, Invite selected people, or Invite individual accounts. These approaches are described below.

                                  Invite Everyone

                                  Invite everyone

                                  Using this option will immediately prompt you to customize the claim email, after which all uninvited members will be invited immediately. With an account who has the permission to add and remove profiles:

                                  1
                                  In the Admin Panel select Unsent Invitations.

                                  3
                                  Click on Invite All.

                                  4
                                  After you have reviewed the default invitation message, click Send.

                                  6
                                  Click OK to confirm.
                                  Invite selected people

                                  Invite selected people

                                  Using this option will immediately prompt you to customize the claim email, after which all uninvited members will be invited immediately. With an account who has the permission to add and remove profiles:

                                  1
                                  In the Admin Panel select Unsent Invitations.

                                  2
                                  Click Choose people to invite.

                                  3
                                  Click Import File.

                                  4
                                  Select a spreadsheet (xlsx or csv) which contains the header Email or External ID and a list of users that you want to invite. You can download a template file if needed.

                                  5
                                  After upload completes, click Next.

                                  6
                                  After you have reviewed the default invitation message, click Send.

                                  7
                                  Click OK to confirm.
                                  Invite a user

                                  Invite a user

                                  Use this option to invite an individual or to resend an invitation for a user who didn't receive theirs the first time. With an account who has the permission to add and remove profiles:

                                  1
                                  In the Admin Panel, select People.

                                  2
                                  A list of people waiting to be invited can be retrieved by filtering profiles with Account status set to Awaiting Invitation.

                                  3
                                  Click Invite in the Account Status column for the user you want to invite.

                                  4
                                  After you have reviewed the default invitation message, click Send.

                                  5
                                  Click OK to confirm.
                                  Account creation and invites

                                  When are accounts invited?

                                  Individual account creation

                                  When you create individual accounts they are immediately invited.

                                  Bulk account creation

                                  When creating accounts in bulk (by using spreadsheets) you will be prompted upon each upload if you would like to invite the accounts right away or later. If you select later, the accounts will be created in an uninvited state and will need to be invited at a later point.

                                  Automatic account management or Account Management API

                                  When you want to synchronize users automatically via a Cloud Identity Provider or a custom tool based on the Account Management API, you'll need to create a custom integration with the manage accounts permission. When you enable this permission, you'll have the option to enable the checkbox Automatically invite people to Workplace as soon as they're added using this integration. This checkbox will allow you to automatically invite users when they're created by a Cloud Identity Provider or a custom tool.

                                  ?
                                  When you invite all your users (provisioned via Cloud Identity Provider or via Account Management API) by clicking on the Invite All button as part of a launch, the checkbox to automatically invite people to Workplace will be enabled as soon as they're added using this integration.
                                  EmailLess invites

                                  Email-less account invites

                                  When you create an account without an email address, the account will be automatically created and an access code will be created. You can then choose how and when you'll deliver the access code to the users.