How to invite external users to chat

Inviting external users to chats can be a great way to connect with people outside of your workspace.

In this article:

Users that are currently not a part of a workspace can be invited as external participants into a chat. They will  have the option to join a chat with the following alternatives:
     - An existing account
     - Create a new account
     - A Slack account
     - Microsoft teams account (in development)
This option is available if you enabled the Communicate feature package. Slack or Microsoft Teams users can be invited into group/one-to-one chat if you have a Pro or Enterprise account

How to invite external users to chat:

1) Open the app

2) Navigate to Chats -> click the Create a new chat button

 3) Enter the invitee's email address -> click the Invite button

4) You can invite more external users.  If more than one user is added to the chat interface, you will get the option of naming the chat. Click the Create button when you are ready

5) If you need to delete a person from the invitation list, click the the 3 dots button -> Remove

6) An invitee will receive an email with the invitation link

7) After accepting an invitation they will be able to choose an appropriate option to join the chat

                  *This is an example of the invitation sent from a Pro account. The Slack option won't be available in  invitations sent from Free accounts.

How to invite external users on a mobile device:

1) Open the app

2)Tap  the Expand menu button

3) Navigate to the Chats menu and tap the Add a new chat button

4) Type the invitee's email and then tap the Invite button

5) If more than one user is added to the chat interface, you will get the option of naming the chat. Tap the Create button when you are ready

How Slack users can invite other members to their workspace:

1) Open Slack, click your workspace name in the top left

2) Select Invite people to [workspace name] from the menu

3) Enter the email address for anyone you'd like to invite. If you're a Workspace Owner or Admin, click the drop-down menu to choose whether you'd like to invite members or guests (guests can be invited in paid workspaces)

4) If you're inviting members, click Customize your invitation to select additional default channels they'll be added to if they accept their invitations. If you're inviting guests, choose the channel(s) they'll be added to

5) Click Send, then click Done

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