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How is ‘share’ different to ‘invite’?
How is ‘share’ different to ‘invite’?

The difference between the ‘Share’ and ‘Invite’ functions in Beamible

Written by Gill
Updated over a week ago

That is an interesting question! They happen to be completely different functions within the Beamible platform.

Inviting team members to collaborate on Team Designs

Step 1: Go to the blue left-hand Navigation Bar blue and click on 'Org Design' icon.

Step 2: Click 'Invites' (top of page, next to your initials avatar), and then the blue tab on the right hand side, 'Invite people.'

Step 3: Add your team members email addresses, and click ‘Send Invite’.

  • You can send multiple invites at once by clicking the ‘+’ at the end of the email text box.

    • Here you add as many people that you’d like to invite to the organisation account. Then, click ‘Send Invites’.

  • Team members will receive an email invitation containing a registration link.

Note: the invitation link will expire within 7 days so we recommend getting the team to register as soon as they receive the invitation. But, don’t worry if they don’t register as you can resend an invitation at a later point.

Sharing Team Designs with those outside your immediate team

The 'share' function was made for those who might want to ‘share’ a Team Design with someone outside the team, like People & Culture colleagues, a Manager, stakeholder or leader, for instance.

Step 1: Click on the Drafts icon on the blue left-hand Navigation Bar.

Step 2: Click into the private draft that you would like to share.

Step 3: In the top right hand corner of the draft team page, click ‘Share’.

Step 4: In the pop up, if you want to share with a registered Beamible member, type in their name or add their email.

  • Select 'View' (for information) or 'Edit' (for collaboration) and select 'Add'. The person will be sent an email inviting them to the draft.

Note! If you are sharing the draft Team Design outside of the Team, or with a unregistered Beamible member, click the toggle ‘Enable public sharing on this team’ and 'Copy link' and send it to them via email, slack or whatever suits!

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