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help center: Clarify and expand documentation on inviting new users.

This commit is contained in:
Alya Abbott 2022-05-23 01:02:20 -07:00 committed by Tim Abbott
parent 1d1a68b3db
commit 8a26a7414f
3 changed files with 22 additions and 20 deletions
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2
templates/zerver/help/include/how-to-invite-users-to-join.md
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@ -22,7 +22,7 @@
{end_tabs}
[email-invitations]:/help/invite-new-users#send-e-mail-invitations
[email-invitations]:/help/invite-new-users#send-email-invitations
[invitation-links]: /help/invite-new-users#create-an-invitation-link
[set-if-invitations-required]: /help/restrict-account-creation#set-whether-invitations-are-required-to-join
[restrict-email-domain]: /help/restrict-account-creation#configuring-email-domain-restrictions

34
templates/zerver/help/invite-new-users.md
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@ -1,5 +1,16 @@
# Invite new users
You can invite users to join your organization by sending out email invitations,
or creating reusable invitation links to share.
Prior to inviting users to your organization, it is recommended that administrators:
* Configure [default settings](/help/configure-default-new-user-settings) for
new users.
* Configure the [notifications language][org-notifications-language] for your
organization, which is used for email invitations.
When you invite users, you can:
* Set the [role](/help/roles-and-permissions) that they will have when
@ -8,20 +19,13 @@ When you invite users, you can:
* Configure which streams they will be added to. The organization's
[default streams](/help/set-default-streams-for-new-users) will be preselected.
Your organization may also want to configure [default
settings](/help/configure-default-new-user-settings) for new users.
Organization administrators can
[configure](/help/restrict-account-creation#change-who-can-send-invitations)
which [roles](/help/roles-and-permissions) have permission to invite users to
the organization. You will only see an **Invite users** menu option if you have
permission to invite users.
## Send e-mail invitations
Personal invitation links can be sent to individuals via email.
Outgoing email invitations are translated and sent in the organization's
[notifications language][org-notifications-language], so you may want
to check (or update) that configuration before sending email invitations.
!!! warn ""
**Note**: You will only see an **Invite users** option if you
[have permission](/help/restrict-account-creation#change-who-can-send-invitations)
to invite users to the organization.
## Send email invitations
{start_tabs}
@ -53,10 +57,6 @@ to check (or update) that configuration before sending email invitations.
{!admin-only.md!}
Customized, reusable invitation links can be generated as well. To
protect your organization, creating these reusable invitation links
is always limited to administrators.
{start_tabs}
{relative|gear|invite}

6
templates/zerver/help/restrict-account-creation.md
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@ -51,8 +51,10 @@ Regardless of whether invitations are required, you can:
{!owner-only.md!}
You can restrict the ability to invite new users to join your
Zulip organization to specific [roles](/help/roles-and-permissions).
You can restrict the ability to invite new users to join your Zulip organization
to specific [roles](/help/roles-and-permissions). To protect your organization,
while permission to send out individual email invitations is configurable, creating
*reusable* invitation links is always limited to administrators.
{start_tabs}