Invite Mobile app

Invite collaborators with pre-tested access ranges.

7 checks · 2 content groups

Checklist contents

Review progress

Screen and context

Compare information and presentation in context of use.

Check who will be invitedEnter email, report incorrect formatting and identify people already in the group.Try entering the wrong address, the address has been invited and many people at the same time. Shows who will receive the invitation, the permissions they receive, and the sending results of each person.Example Before sending, display the email with "View only" permission; then say "Invitation sent" and copy the backup link.Choose permissions before sendingState what the recipient will see, edit, or manage.Before sending, summarize what the recipient will see and edit; keep the role name in scope instead of forcing the inviter to guess.Ask for directory permissions in the right contextIf appropriateIf you support selecting contacts, provide manual input and do not force permissions.Explain the benefits before the contacts permission dialog and keep manual email entry if the user declines.Respond to each addressIf appropriateFor many people, clearly indicate who was invited, who made the mistake, and how to try again.Try pasting the list with commas or line breaks. Separate each person and report errors to the correct address before sending.

Action and feedback

Try the operation, change the status and continue working.

Specify membership limitsIndicates availability and impact on package or cost before sending.Indicates the number of seats remaining before adding more people; If packages must be upgraded, explain the impact on costs before confirmation.Manage pending invitationsShow, return, recall and state expiration date if any.State the sending date, deadline, and status of each invitation; Resend or recall actions need to impact the right people.Explanation of invite link permissionsIf appropriateIf there is a shared link, indicate who can open it, the scope and how to disable it.If the link grants permission to anyone to open it, state its scope and provide an appropriate time limit, number of visits, or revocation.

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GUIDANCE

How to review

Check recipient and permissions before sending

Try entering the wrong address, the address has been invited and many people at the same time. Shows who will receive the invitation, the permissions they receive, and the sending results of each person.

EXAMPLES

Usage examples

Invite collaborators to the project

Before sending, display the email with "View only" permission; then say "Invitation sent" and copy the backup link.