Invite People to Join Chatter

If enabled by your administrator, you can invite people to use Chatter who also work for your company but don't have Salesforce licenses.

Required Editions

Available in: Salesforce Classic
Available in: Essentials, Group, Enterprise, Professional, Performance, Unlimited, Contact Manager, and Developer Editions
User Permissions Needed
To invite people to Chatter: Allow Invitations

Invited users can view profiles, post on their feed, and join groups, but they can't see your Salesforce data or records.

You can invite users from the People tab or when adding members to a group.

Also, you can add customers to private groups that you own or manage.

To invite people to Chatter:

  1. On the Chatter page, click Invite Coworkers!.
    Note
    Note You can invite only people with email addresses in your company's domains.

    Portal users can't send invitations.

  2. To send invitations from Chatter, enter email addresses and click Send.
  3. To send invitations using your own email account, click send your own email invitation.

    If you have set a default email client, an email with an invitation link opens in your mail program. Otherwise, you see an invitation link that you can copy and paste into an email.

You can also invite coworkers to join a public group, even if they don't use Chatter yet. Owners and managers of private groups can send invitations. If customer invitations are enabled, owners and managers can also invite customers. When someone accepts an invitation to join the group, they join Chatter as well.

  1. Click the Groups tab, and click a group name.
  2. In the Manage Members section on the group detail page, click + Add next to a member’s name to add them to the group. You can also search for members.

    If you’re the group owner or manager, you can also click Add/Remove Members, then click Invite them to Salesforce Chatter!.

  3. Enter email addresses, and click Send.
Note
Note If a user doesn't accept the invitation within the first day, Chatter sends an email reminder the second day. If the user doesn't accept that invitation, Chatter sends another reminder the following day.

A user has up to 60 days to accept an invitation to join Chatter. If during that time, an administrator deselects Allow Invitations or removes the user's domain from the list, the user can't accept the invitation.

When delegated authentication single sign-on is enabled in your organization, invited users bypass the password registration page. If their username exists, they can’t accept the invitation.