'Guests' are typically people from outside your organization whom you invite to participate in a chat message.
- Guests must be invited by you and must create a Lumeca account.
- They will only have access to messages they have been added to. They cannot start new messages nor can they archive messages.
- Guests may be Archived by you. Archived guests will no longer have access to their 'Conversation Guest account' or any conversations they had been a part of.
Invite Guests
Step 1 - Click Messages from the left navigation bar, then choose Manage Guests.
Step 2 - Click the Invite Guest button to invite guests (found in the upper-right corner of your screen).
Step 3 - Fields with an asterisk must be entered. Enter your guest's first name, last name and email address. Their mobile phone number is optional. Click +Invite Another Guest to invite more than one person.
Step 4 - When complete, click Invite Guest.
Guest Status:
| Guests | Invited Guests | Archived Guests |
|
Those who have accepted their invitation to join a message and have created a Lumeca account. Their name will appear in your drop-down list when inviting participants to join your messages. |
Those who must still accept their invitation and create a Lumeca account. You have options to 'Resend Invitation' or 'Cancel Invitation', if necessary. |
Those archived by you. They: - no longer have access to or can participate in the message(s) they were part of. - no longer appear in your drop-down list of participants to invite to messages. You have the option to 'Unarchive' them, if desired. |
Your guests should click the Accept Invitation button within the email they receive from you and follow the directions to create their account.
Once logged into their account:
- Notifications - It is highly recommended that they turn these On so they are notified when invited to participate in a message. Found under Account.
- Messages - those they are invited to are found under Messages > In Progress.
Archive Guests
Step 1 - Click Messages from the left navigation bar, then choose Manage Guests.
Step 2 - Click Archive Guest beneath the person you wish to archive.
Step 3 - Confirm by clicking Yes, Archive Guest.
Archived guests will no longer have access to their Conversation Guest account or any conversations they had been a part of.