Sending an Invite in INSIGHT

Sending an invite in INSIGHT serves two functions:

  • Sending an initial invite when you create a user account. Invites are not automatically sent.
  • Helping a user reset their password

Only "managers" have the ability to send invites. 

To send an invite to a user:

1. )  Select the "counselor" or "managers & staff" from the left side icon bar. 

2.) Find the user you would like to invite and click on the three dots next to their information. 

3.) Select "send invitation" from the dropdown menu. A green message box will appear for a few moments indicating that the invitation was sent.