One of the first things to do on a new Tender site is invite your team. You can invite customers the same way, though on a public site they can also sign up on their own.
Inviting support staff and customers
- In the dashboard, open Account & Settings › Users.
- Click Invite Users in the sidebar.
- Enter the email address of each person to invite. Separate several addresses with commas or spaces.
- Add a Personal message if you like. It's included in the invitation email.
- To make them support staff, tick Add these users to your support staff. Leave it clear to invite customers.
- Click Send invites.
Each person gets an email, "You've been invited to your site Support", with your message and a link. The link lets them log in to an account they already have on your site, or create one. Accepting with the invited address confirms that address, and if you ticked the support staff box, they join your team and land on the dashboard.
Your plan sets how many support staff your site can have, and the form shows how many places you've used. When they're all taken, change your plan under Account & Settings › Plans & Billing before inviting another supporter. During a free trial you can invite one person at a time.
Pending invitations
Invitations nobody has accepted yet are listed under Pending Invites in the Users sidebar. Click Send again to email one again, or Delete to withdraw it.
Making an existing user support staff
Someone who already has an account doesn't need an invitation. In Account & Settings › Users, tick them in the list and choose Support Staff from Set user type. If your plan includes access levels, you can also choose what a supporter may change: click their name and set Admin access to Full admin access or Only Discussion/KB, Reporting.
People who sign up on their own
On a public site, customers can create an account themselves (Create a profile on your site's login page). Tender doesn't email them straight away. Their welcome page asks them to confirm their email address and has a Send me the activation email button; the email with the confirmation link goes out only when they press it. This stops spammers using your site's sign-up form to send email to strangers.
Until they confirm, Tender keeps bringing them back to that page. If the email doesn't arrive, they can press the button again (it then reads Send it again), up to three times a day. People you invite don't need this step: accepting the invitation confirms their address.
If your site is in Private Mode, only people you invite can join, unless you list an Email domain whitelist in Settings: anyone with a confirmed address at that domain can then sign up. See Locking down your Tender: privacy and closed sites.