Invite a new member to a record feed

The feed administrator can invite another user or a team to join a record feed.

About this task

When a team is added, each of the individual members of the team become members of the feed. That is, if Team ABC is added to a feed, the feed does not show that Team ABC is a member. Instead, the feed shows each of the individual members of Team ABC as members of the feed.

When users are invited, their membership state is initially Invited. When they accept the invitation, the system checks their access to the work_notes journal field. If they have write access, they become administrator members; otherwise, they become active members.

Procedure

  1. Navigate to Collaborate > Live Feed.
  2. Click Record Feeds and select the record feed name.
  3. Click the Pending members tab.
  4. In the Add user or team field, begin entering a user or team name and select a user or team from the suggestion list.

    If you invite a team, the individual members of the team are invited.

    The invited users receive an email notification.