Invite your directory to sign in

Once your directory is in, you can invite everyone to sign in. Each person gets an email with simple steps. When they sign in with that email and type their name the way the directory has it, they’re let in straight away, with no waiting for approval. You get a notice when that happens.

Before you start

• Your directory needs adults in it. See Import your directory from a spreadsheet or Add and update households.
• Check that names are spelled the way people will type them. The last name they type must match the directory.

Steps

1. Open Administration → Invite the directory.
2. Under Who to invite, you’ll see every adult and where they stand:
   • Not invited yet or Invited before, not signed in yet: you can invite them.
   • Invited with a date: they were invited in the last three days, so they can’t be sent another yet.
   • Signed in: they’re already in.
   • No email: send a text: see below.
   • Shares an email: will need approving: two people share this email, so the office will approve them by hand.
3. Tick the people to invite, or tap Choose everyone who can be invited.
4. If you like, type something in A short note to add (optional). It goes in the email.
5. Tap Email … invitations.

You’ll see how many were sent, and who was skipped and why.

People with only a mobile number

If someone has a mobile number but no email, a Send these by text box appears. Tap Copy the message and send it from the church’s phone or your own to the people listed. When they sign in with that number and their directory name, they’re let in too.

What happens next

• People who match are let in and linked to their family record right away.
• People who don’t match (a different email, or a name typed differently) wait under Account requests. See Approve new sign-ins.
• It helps to share Sign in with a code and Put the app on your phone too.

If something goes wrong

• “Email isn’t set up for this church yet.” Email sending hasn’t been switched on for your church. Contact Hillfold support.
• “The invitations couldn’t be sent.” Nothing was sent. Wait a moment and try again.
• A person’s box can’t be ticked. Look at the words beside their name. They may have signed in already, been invited lately, or have no email.
• Someone got the email but is still waiting for approval. They probably used a different email or typed their name differently. Approve them under Account requests.