Can you give me an overview of invitation codes?

Invitation Codes

Your invitation code is created and distributed to allow parents and members of your community to request entry into the groups in your school (previously set up by admins).  These groups may include communications, print directories and volunteers.

Other groups you may wish to parents to put themselves and their family members in using an invitation code are classrooms, afterschool programs and sports (children), PTA general communications, newsletters and volunteer activities.

By encouraging members of your community to use this code, accuracy of their information is increased, and time and effort on the part of the admin is decreased.

Please refer to the PDF button for detailed information and instructions.

1. Log into your admin account.  When you log in you should see the “Administrator Dashboard” .

    

2. Click on the green words “Create New Sub-Group or Committee” in the box with the blue "Book"  icon. 

   You have 2 options from which to select. The default is “I will not accept email replies to this message.  You will wish to change it to “I will accept replies by email". Use my email address as the Reply-to address.” if you want to get messages back. If you choose this, the replies will come back to your email address. Simply click the first radio button to accept this option.

3. Click on the green words “Create New Sub-Group or Committee” in the box with the blue "Book"  icon. 

    

4. Here you may add or edit groups as needed.
   
   
   

5. When completed click on “Invitation Codes” tab. 

   You have 2 options from which to select. The default is “I will not accept email replies to this message.  You will wish to change it to “I will accept replies by email". Use my email address as the Reply-to address.” if you want to get messages back. If you choose this, the replies will come back to your email address. Simply click the first radio button to accept this option.

   
   
   

6. Select the invitation code you wish to link the new or existing groups to and click on the people icon to the right. 

   Note, you may wish to create a new one but in most cases people simple modify their generic code (this is the code that ends in “tok”) and click on the people  “modify group” icon.
   

   
   
   
   

7. While the word “Child” is highlighted, place a check mark in every box next to every group you wish parents to be able to select for their child. 

   These groups are generally grades, sports teams and activities for children.
   
   
   
   

8. While the words “Parent/Teacher” is highlighted, place a check mark in every box next to every group you wish parents to be able to select for themselves. 

   As an example these groups could be any number of volunteer activities.
   
   

9. Click on the green "Save" button

    

10. Test your invitation code (see pdf documentation)

     

11. Revise as need.
    
    

12. Once you are happy with your invitation code you will be distributing it with all spreadsheet, indvidual member uploads and through email invites.
    
    

13. Remember in most cases people who request to be in any of these groups must be approved into their groups to receive communications.