This article explains how to invite colleagues to join your organisation on the ZDHC Gateway.

01/ Introduction

Organisation admins can invite colleagues to their organisation from the Team page. Invited colleagues receive an email with a link to accept the invitation, and are listed as Pending until they accept.

02/ Prerequisites

•  You must be an admin user of the organisation.

03/ Steps on how to invite a colleague to your organisation

1. Log in and navigate to your organisation.
2. Go to the Team page from the organisation navigation.
3. Click Invite.
4. Enter the email address of the colleague you want to invite. To invite multiple colleagues at once, enter up to 10 email addresses separated by commas or semicolons.
5. Click Send invitation.

Each invited colleague receives an email with a link to accept the invitation. Their role is set to standard user by default. You can change their role after they have joined.

04/ Possible invite acceptance scenarios

• If the invited colleague already has a ZDHC Gateway account, the invitation appears on their organisation selection page the next time they log in. They can accept or decline from there.
• If the invited colleague does not yet have a ZDHC Gateway account, they click the link in the email and are guided through creating a new account. Once created, they are automatically joined to your organisation.

05/ Managing a pending invitation

From the team list, you can manage pending invitations using the options menu (⋮) on each pending row:

• Resend Invitation: re-sends the invitation email.
• Remove Invitation: revokes the invitation; the link is invalidated, and the invitee can no longer use it.

06/ Tips & Notes

Tip: Invitations are valid for 7 days from the time they are sent. If a colleague has not accepted within 7 days, you can use the Resend Invitation option to send them a new link.

Notes: 

• Each email address must be in a valid format. Invalid addresses will be flagged before the invitation is sent.
• The team member list does not update in real-time. After an invitee accepts, refresh the page to see their status change from Pending to Active.