'Guests' are typically people from outside your organization whom you invite to participate in a chat message. You may:
- 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.
1. 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 |
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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'.
2. 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.