How to Invite a New User: There are 2 ways to invite your colleagues to Gelato Globe:
- Invite a new user via email or
- Share a sign-up link
Both of these options can be found by expanding the tab Team in the right side column menu of the Gelato Globe page, selecting Users from the list, and clicking on Invite User button on the right side top corner of the page. When you click this button, the options Invite by email and Share link appear. Note: to be able to invite new users you need to have the permission Manage users.
1. Inviting by Email: Click on Invite User and then select Invite by email. Add the email addresses of the people you want to invite. Select the role from the drop-down list of roles and assign the group you want for the person/people you invite by switching the buttons in list of Groups. In the Edit the invitation text box you can add a personalized message, or keep the default if you prefer. After you have sent the invitations, an invitation email will be e-mailed to everyone added. They will need to accept the invite and sign up to the account. You will also get a notification email when a person invited has joined the account.
Use case: you would normally use this option when you know exactly who should get access to your new Gelato account, and you know which group(s) they should be part of. You would also use the option each time a new person in your company should join Gelato as well.
2. Inviting via sign up link: Click on Invite User and then select Share link. Then select the role from drop-down list under Role for which you want this link to be valid for. A shareable link to invite new users will appear in the text box. Copy the link to clipboard by clicking on Copy link. Share the link as a text, email or internally on your communication platforms. When the users click on the link they will follow an easy sign-up flow. The users that sign up via this link will select to join one of the groups that are set up on the account. You will also receive a notification email for every person who joins the account.
Use case: we recommend using this option if you have a large organization and can't get all the emails of the people that should get access to your Gelato Globe. You can share the link on your intranet and allow people to self-select, sign up and place orders.
At the same time, you can use this option if you work with resellers/distributors and you want them to access Gelato to order your marketing and sales material.