Use Invitations when someone needs to create a CoolFocus login for the first time.
Open Settings, then go to Security and choose Invitations.
Send an invitation when:
• A new staff member is joining your team.
• A volunteer coordinator, finance user, or admin needs access.
• Someone needs a login but does not already appear as a user.
Decide which user group the person should belong to. This helps them get the right access as soon as they accept the invitation.
The person receives an email with steps to finish setting up their login. If they do not receive it, ask them to check spam or junk folders, then review the invitation status in CoolFocus.
