Invite people to your organization - Genesys Cloud Resource Center
Invite people to your organization
AI-generated summary
Genesys Cloud provides functionality to invite people to an organization through invite links or email. Users must have Directory > User > All permissions to perform this task. Email invitations deliver login credentials and password setup links to new users, with invitations expiring 30 days after sending. The system automatically sets new user status to active upon invitation, regardless of prior manual status changes. Users can send invitations to individual users or bulk-send to multiple users who have not yet received invites through the User Management > Users menu. The platform tracks invitation status via the Welcome Sent column on the People page to prevent duplicate invitations. Email invitations should not be sent if invites were already automatically generated during user creation.
Directory > User > All permission
You can invite people to your organization with an invite link or by email.
Note: Genesys Cloud automatically sets a new user’s status to active, whether you send the invitation immediately or later. If you manually set a new user’s status to inactive before sending their invitation, Genesys Cloud automatically changes their status to active when you send it.
Send email invites
Email invitations send login information to new users, including links to set a password and view additional information in the Resource Center. Invitation emails expire 30 days after you send them.
Note: Do not send email invitations if invites were already sent automatically when you added the users. To check if you have sent an invite to a user, see the Welcome Sent column on the People page.
Invite a single user
Click Admin.
Under People and Permissions, click People.
Click Menu > User Management > Users.
Find the user by searching, or by paging through the list.
For the selected user, click More and select Send Invite.
Click Confirm.
Invite all users who have not received invites
Click Admin.
Under People and Permissions, click People.
Click Menu > User Management > Users.
Find the user by searching, or by paging through the list.
Select the users to whom you want to send the invite.
Click More Actions at the top of the People table and select Send Invites.