Accept an invite

An invitation email is how you get into Winlium for the first time. There are two kinds.

Activate your account (user invite)

The email is called "You have been invited to Winlium". It names the person who invited you and the companies you can join. Select the link in the email.

1. Open the link

   Select the link in your invitation email. The page is called Activate your account. It says "Choose a password to finish setting up your WINLIUM account".

2. Choose a password

   Type a password in Password. Use at least 6 characters.

3. Confirm it

   Type the same password in Confirm Password.

4. Select Activate account

   Select Activate account. The button shows "Activating..." for a moment.

5. Start working

   Winlium shows "Account activated — welcome to WINLIUM". You are signed in and the Home screen opens. You do not need to sign in again.

What to know:

• The link works for 72 hours and for one use.
• When you activate, Winlium signs you in to the first company on your invite.
• An administrator chooses your role when they invite you. If the Home screen says "Welcome — your account is being set up", your role is not ready yet. Tell your administrator. Your menu fills in by itself when they give you a role.
• The one-time code step does not apply when you activate. It applies at later sign-ins, only if an administrator turned it on for you.

If the link does not work

Winlium also limits how often the link can be tried. After several quick tries it makes you wait.

Set up a workspace (workspace invite)

Splendidcomm sends this email to the person who will run a new Winlium workspace. Select the link in the email. Winlium first checks the invite. You see "Checking your invitation…" for a moment, then one of these screens.

1. Check who you are

   Under "Setting up as:" check that the name and email are yours.

2. Choose a password

   Type a password in Password. A note under the box shows Weak, Fair or Strong.

3. Confirm it

   Type the same password in Confirm Password.

4. Select Set up my workspace

   Select Set up my workspace. The button shows "Setting up..." for a moment.

5. Create your first company

   Winlium shows "Workspace ready — welcome to WINLIUM" and opens the first-company screen. Continue in Choose a company.

The strength note is only advice. Winlium accepts any password of 6 or more characters.

The workspace invite works for 7 days and for one use.

How an administrator sends an invite

Only administrators send invites. You need access to Administration in the menu. Your role must allow you to manage users. See Roles, permissions and module restriction.

1. Open User Management

   In the menu choose Administration, then User Management.

2. Start a new invite

   Select New. The Invite User page opens.

3. Enter the person's details

   Fill in First Name, Last Name and Email.

4. Choose companies and roles

   Under Companies & Roles, pick a company, then tap each role the person should have. Select Add company to add another company. Use the bin icon to remove a company row.

5. Send it

   Select Send Invitation (hover over the icon button at the top right to see its name). Winlium shows "Sending invitation..." then "Invitation sent".

6. Choose what next

   The Invitation sent screen says the email went out and the link expires in 72 hours. Select Invite another or Back to users.

The Invite User page also has an Import from HRM employee switch. Turn it on, pick an employee, and select Import to fill in the name and email from the employee record.

Roles in the picker show the company they belong to after a dot. A role marked Platform works in every company. Choose roles carefully: roles decide what the person can see and do.

What happens next

• The person gets the invite email. The link works for 72 hours.
• The person appears in the User Management list with the status Invited until they activate.
• Their company and roles are ready the moment they activate.

Resend or revoke an invite

In the User Management list, open the row menu for an Invited user.

• Select Resend invite to send a new email. The new link replaces the old one, so the old one stops working. Winlium shows "Invitation resent to" and the email.
• Select Revoke invite to cancel it. The invite link stops working and the user becomes Deactivated. Winlium shows "Invitation revoked for" and the email.

Seat limit

Your licence allows a fixed number of users, called seats. The User Management page shows a note such as "12 of 15 user seats used" (an example). Rules:

• An invited user who has not activated yet still uses a seat.
• Deactivating a user frees their seat and keeps their history.
• Seats are checked when you invite a user, create a user, or reactivate a user.
• When every seat is used, Winlium refuses the action and shows: "All 15 user seats are in use. Deactivate a user or request more seats before adding another." (The number is an example.)

Common invite messages