Managing User Invites and Registration

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IMPORTANT:
Users must be sent an invite to register their email and set a password for their user profile before gaining access to Bloom Growth. 

How to Manage User Invites (Admins Only)

In the Better Bloom Version:

1. Click the organization name at the bottom left of the page.
2. Select Manage Users / Organization Settings.
3. Click the Members tab.
4. Locate the user in the list to check their invite status:

• ✅ Checkmark – The user is fully registered and is counted towards the invoice.

• 🔵 Blue Envelope – The user has been sent an invite but has not accepted it yet.

• 🟡 Gold Envelope – The user has not been sent an invite.

• ⚪ White Envelope – The user is a placeholder and has not been invited.

• 🔴 Red Envelope – The email address is invalid and needs to be corrected.

5. Click the envelope next to a user’s name to open the invite box.
6. Enter the correct email address if needed.
7. Click Save to send or resend the invite.
8. Use the Send Invites button at the top right of the Members list to send mass invites.

In the Legacy Version:

1. Click the drop-down menu by your name/icon at the top right.
2. Select Manage Organization.
3. Click the Members tab.
4. Locate the user in the list and check their invite status (same statuses as above).
5. Click the envelope next to a user’s name to open the invite box.
6. Enter or update the email address if needed.
7. Click Save to send or resend the invite.
8. Use the Send Invites button at the top right of the Members list to send mass invites.

For more details on user management, see User Management - Add Users.