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WayCool
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    • Administration Overview
    • Security Settings at a Glance
    • Users
    • Invitations
    • IP Address Access
    • Security Log
    • User Logs
    • User Groups: What Staff Can Open and Change
    • Data Access Rules: Limit Which Records Staff Can See
    • Managing Dropdown List Values
    • Troubleshooting: A module icon is missing from the sidebar
    • Plan & Billing Settings
    • Legal & Compliance Settings

Invitations

How invitations work when adding a new person to CoolFocus.

Invitations

Use Invitations when someone needs to create a CoolFocus login for the first time.

Where To Find It

Open Settings, then go to Security and choose Invitations.

When To Use 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.

Before You Send One

Decide which user group the person should belong to. This helps them get the right access as soon as they accept the invitation.

After You Send One

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.

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