Invitations to PubPub Platform

Received an Invite to a PubPub Platform Community? Finish creating an account.

Table of Contents

Sending Invitations Add Member Learn More About Membership Receiving Invitations Accept Invitation Not Logged-In Logged-In Wrong Account Reject Invitation Errors Invalid Invite Expired Invite Already Accepted Invite Already Rejected Invite Revoked Invite

Sending Invitations

New Members can be added to a Community in several places in PubPub Platform:

Via a Pub Details page, to guarantee Pub-level access.
Via a Members tab in a Stage's sidebar on the Workflows Dashboard, to guarantee Stage-level access.
Via the Members Dashboard, to guarantee Community-level access.
Via the MemberSelect Field in a Form, to guarantee Community-level access.

Add Member

To add a member, select Add Member. A pop-up will appear, where users can enter the email address of the new Member to invite to the community.

Enter the email address of the person you'd like to invite to the Community

If the email is associated with a Platform account, their full name and email will appear at the bottom of the pop-up screen. Users can select a Role from the dropdown menu (admin, editor, or contributor). Select Add Member to add member to the Community.

Add a member pop-up if the email address is associated with an existing PubPub Platform user

If the email is not yet associated with a Platform account, additional information is required to invite the new Member:

First Name: the first name of the Member
Last Name: the last name of the Member
Role: the access and permissions of the Member within the Community. Select Admin, Editor, or Contributor from the dropdown menu. By default, new members are assigned Editor. Admin can do anything within the Community; Editor can edit most things; Contributor are only able to see the forms and other public-facing content that are linked to them.
Edit/View Access: If the Contributor role is selected, this field will appear. Selecting Forms will give the Member the ability to create Pubs in the community using the selected forms. If no Forms are added, the Member will not be able to create any Pubs, and will only be able to see Pubs they have access to either directly or at the stage level.

Select Invite to send an email invitation to the Member.

Add a member pop-up if the email address is not associated with an existing Platform account

When a new or existing PubPub Platform Member is added to a Community, an invitation is sent to the Member's email. If the invitee does not yet have an account, PubPub Platform will create a provisional account. In order to view/edit/update Pubs or other content in a Community, the invitee will need to complete signup.

Learn More About Membership

Read the Membership article for more information on Member roles, access, and permissions.

Receiving Invitations

When a new or existing PubPub Platform Member is added to a Community, an invitation is sent to the Member's email. When a visitor clicks on the link, various invitation prompts may appear.

Accept Invitation

If the invitee is an existing PubPub Platform Member, different acception options may appear.

Not Logged-In

If the invitee is an existing PubPub Platform Member (a Member of another Community) but not currently logged-in to PubPub Platform, the invitee will need to login before accepting or rejecting the invitation.

Logged-In

If the invitee is an existing PubPub Platform Member (a Member of another Community) and logged-in to PubPub Platform, the invitee will need to accept the invitation.

Wrong Account

If the invitee is an existing PubPub Platform Member under a different email, and the invitee is logged-in to the different account, the invitee is notified that they are logged-in with an account that doesn't match the invite. PubPub accounts are linked by email address. To merge accounts, the invitee should contact the sender or privacy@pubpub.org to update their account email.

Reject Invitation

For any reason, an invitee can reject an invitation to join a Community. The invitee must confirm rejection, and will no longer be able to accept this invitation.

Errors

If there is an error related to the invitation, the invitee may see one of the following screens:

Invalid Invite

If no invite is provided, the invitee is notified that the link they are trying to use is invalid.

Expired Invite

If the invite link has expired, the invitee is notified that the invite they are trying to use is invalid.

Already Accepted Invite

If the invite link has already been accepted, the invitee is notified that the invite they are trying to use is invalid.

Already Rejected Invite

If the invite link has already been rejected, the invitee is notified that the invite they are trying to use is invalid.

Revoked Invite

If the invite link has been revoked by the sender, the invitee is notified that the invite they are trying to use is invalid.