New and existing users are granted access to Nested Knowledge through Invites. Users may be invited to two separate resources:
- Organizations
- Nests
These instructions will cover how users receiving invites can accept them to gain access to reviews on Nested Knowledge.
Email Notification #
When an administrator creates an invite, the invited user will receive an email. The invited user may or may not already have a Nested Knowledge account.
New Users (without an account) #
Users without an existing Nested Knowledge account will receive an email notification indicating that they will need to Sign Up prior to accepting the invite (pictured below). Follow the “Click Here” link:
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Then, click “Sign Up” in the upper right header to create an account. Depending on the type of sign in you create, you may need to verify your email address (via clicking a link in an automated email from our system) before completing login.
Once you’ve successfully logged in to your newly created account, your invites will be automatically accepted!
From here, visit your:
- Nests listing by clicking “Nests” in the upper right corner (or following this link). This is where you can create and conduct your reviews. If you were invited to a nest, you should find it in the listing of Nests on this page.
- Organizations by clicking your account icon in the upper right corner and selecting “Organizations” in the drop menu (or following this link). This is where you can manage your organization’s user and nest access and project templates. If you were invited to an organization, you should find it in the listing of Organizations on this page.
Existing Users #
Users with an existing Nested Knowledge account will receive an email notification indicating that they should click through a link to Nested Knowledge to accept the invite. The invite acceptance flow is slightly different depending on what resource you’ve been invited to.
Organization Invite #
The email will look like:
By following “Click Here”, you’ll be taken to your Organizations Page (also accessible by this link)
To accept the invitation, click the checkmark (or the X to decline). You may confirm that you are now a member of the organization when the Organization listing reloads to show the new organization. Click on the Organization row to view its details!
Nest Invite #
The email will look like:
By following “Click Here”, you’ll be taken to your Nests listing Page (also accessible by this link).
To accept the invitation, click the checkmark (or the X to decline). Your access to the nest is confirmed by auto-navigation to the nest– happy reviewing!
