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Invite Colleagues to Join Your Initiative

Once you have configured your initiative, the next step is to invite outside users or organizations to participate in your initiative. For each initiative that you have configured, you can customize the invitation message that is sent to each user.

To invite users to participate in your initiative:

1. Click on 'Configuration'

2. Click on 'Initiatives'

3. Click on 'Overview' for the appropriate initiative

4. Click on 'Invite Participants'

5. Invite the appropriate person or group  

Note: The status of an outgoing invitation can be viewed in this section at any time.

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