How to Invite Leaders to Create an Account

Inviting your leaders to create a GroupVitals account is easy. 

You'll simply click a button that will send your leader(s) an email that contains a link for them to click on that will take them to the account creation page. 

All they will need to do is enter in a password and click submit and they are logged in! 

Check out this  leader onboarding video to see what this process looks like.

Here's what the email invite looks like:

How to invite an individual leader

1. You can invite a leader via their profile. Make sure they have an email set and then turn on their leader role via the edit tab. Now, you'll see an account status on the left sidebar of their profile that says Noy account. Click the link next to it that says Send User Invitation.

2. You can invite a leader via the group's profile. Once you give someone the leader role in the group, you'll see a pop up showing you that they don't have an account. You can click the button on the pop up that says Yes, Send Invite. 

How to send a mass group leader account invite email:

1. In the top navigation, click People > Leaders (or whatever you call people who oversee groups). 

2. From your leaders page, click on the sub-menu (3 vertical dots) near the top-right, next to the Sort-by button. 

3. In the dropdown menu, click "Send Invite to Leaders."

4. Click the send account invite button.

Tip: If you want, you can adjust which leaders get an invite by using the search filters first, then come back to the leader invite window to see an updated recipient list. For example, if you only want to invite your leaders for a specific group type, or only for active groups or by campus.