Inviting a Guest to Fuze
Objective
Invite a guest to Fuze.
Applies To
- Fuze Desktop
- Fuze Web
Procedure
You can invite new and active guests to use Fuze as follows:
- Inviting a new guest
- Inviting an active guest
When you are using Fuze to communicate with guests, remember to comply with your organization's information-sharing policies.
Inviting a New Guest
If you want to invite a guest that is not currently a contact in Fuze, add them as a new contact and invite them from the Guests section of the Settings screen.
- In the profile menu, click Settings.
- Click Guests in the menu on the left side of the Settings screen.
- Click Invite a Guest to Fuze.
The Invite a Guest screen is displayed. - (Required) Enter the First name, Last name, and Email invitation to.
A green check mark is displayed to the right of each box when the required information is correctly entered. - (Optional) Add the guest to an existing group conversation.
- Click add this guest to any group conversation?.
A list of the your available groups is displayed.
- Click in the check box beside an available group to add the guest to that group.
- Click add this guest to any group conversation?.
- (Optional) In the Invitation message area, you can edit the default message to personalize the invitation.
- Click Send Invitation.
The invitation is emailed to the guest. - Click X in the top-right of the window to return to the Guests screen.
- The guest that you invited is displayed on the Guest screen.
On the Guests screen, click the arrows icon to resend the invitation, or click X to cancel the invitation. If you cancel an invitation, you can click the arrows icon to resend the invitation without re-entering the guests information.
After the guest accepts the invitation, their Status is changed to Active.
Inviting an Active Guest
If you want to invite an active Fuze guest to a meeting or a group, send them an invite from their profile.
- Click the Search bar in the Fuze toolbar.
The Search screen is displayed. - On the Contacts tab in the Search screen, search for the active Fuze guest and select them from the search results.
The conversation history is displayed. - Click the Profile button in the top-right of the conversation history screen.
- Click Invite at the bottom of the Profile pane.
- The Invite a Guest screen is displayed.
- (Required) Enter the First name, Last name, and Email invitation to.
A green check mark is displayed to the right of each box when the required information is correctly entered. - (Optional) Add the guest to an existing group conversation.
- Click add this guest to any group conversation?.
A list of the your available groups is displayed.
- Click in the check box beside an available group to add the guest to that group.
- Click add this guest to any group conversation?.
- (Optional) In the Invitation message area, you can edit the default message to personalize the invitation.
- Click Send Invitation.
The invitation is emailed to the guest.