How do I resend an invite?
If a user’s status shows Invite Pending or Invited: In some cases, users might retain platform access through methods like Single Sign-On (SSO) before accepting their invitations, which can cause their status to remain as "Invited."
Go to Settings > Users.
Click Add filter, then select the Status filter.
Choose Invited.
Select the checkbox next to the user’s name.
Click the three-dot menu in the top bar.
Select Send invite reminder.
This sends a new invite link valid for 7 days. Once the user accepts the invite, their status updates to Active and they appear in your dashboard. Setting reminders to check inactive invitations can help reduce lapses in user engagement. Additionally, remind users to complete the email confirmation process to ensure their status updates to "Active." If issues persist, admins may consider requesting manual activation to resolve the status issue.
Note: If the invite isn’t received, ask your IT team to allow emails from Workleap.
Tip: Double-check the email address for typos. If the issue continues, verify your API provisioning settings and the Automatic Invite status. For users with "Created" status, assign product access and utilize bulk provisioning tools effectively to manage multiple users.
Why can’t I see the "Send invite reminder" option?
If you can’t select users or don’t see the menu option:
Only users with the Administrator role can manage invitations.
If you're an Executive, contact an Administrator to send the invite.
If filtering by Invited still doesn’t show checkboxes, try using a different browser or clear your cache.
What should I do if the invite link expired?
If a user sees a Link Expired message:
Go to Settings > Users.
Filter by Invited.
Select the user’s checkbox (if visible).
Click Send invite reminder.
If checkboxes are missing, select the chatbot widget in the corner of the screen and ask to talk to a human support agent. Support can resend the invite manually. Invitation links in Workleap Officevibe are valid for 7 days. When resending an invite, this action regenerates the invitation token, extending its validity for another 7 days. In cases where the user’s status is labeled as "Created," navigate to their profile in the "Users" section, assign appropriate product access via the "Access" tab, and then resend the invitation. Bulk provisioning can also be used to streamline this process.
Why can’t I see users or onboarding plans?
If users or onboarding plans are missing:
Check that you're in the correct product (e.g., Officevibe vs. Onboarding).
Only Administrators or Plan Creators can view all plans.
Plans may only be visible to the person who created them or users included in them.
Ask your Administrator to adjust visibility if needed.
Tips for improving user engagement
Use filters effectively to manage large teams and identify members who need re-invites or reminders quickly.
Customize reminder messages where possible to make them more personable and impactful.
Regularly check for users with Invited status to ensure no invitations have expired.- Monitor and address "Invited" and "Created" statuses promptly to avoid user access issues.
Implement Single Sign-On (SSO) best practices to mitigate status mishandlings.
Leverage the Bulk Provisioning feature for efficient management and assignment of product access.