Invite Treasurers

One person

1. Open People and choose Invite someone (needs the Manage treasurers right).
2. Enter their phone number or email, pick the groups, and confirm they agreed to be contacted.
3. They get the invitation by email, and in the app if they already use Kapuletu. It works for 7 days, with a reminder the day before it expires.

Someone who already treasures for your organization is given the new groups straight away, without a new invitation, and is told.

Many people from a spreadsheet

On plans that include it, choose Invite from a spreadsheet on People. Save the sheet as CSV with the columns name, phone, email, group. Put several groups in one cell separated by a semicolon; group names must match your open groups. Each row is invited on its own, and you see which rows failed and why.

Following up

• The invitations list shows each one as pending, accepted, declined, expired or cancelled.
• Resend sends a fresh link (up to 3 times); older links stop working. Cancel withdraws it.
• An organization can send 50 invitations a day.
• Each treasurer counts once on your plan, however many groups they run. Admins and members are free.

Removing a treasurer

On People, remove someone from one group or from every group. Their access ends immediately, and any automatic approvals into those groups stop. Everything they recorded stays, with their name on it.