> For the complete documentation index, see [llms.txt](https://oconect.gitbook.io/oconect/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://oconect.gitbook.io/oconect/setup-guides/invitation-system.md).

# Invitation System

{% hint style="danger" %}
***Prerequisites:*** You will need to have at least one or more existing [People](/oconect/setup-guides/enterprise-mapping-manually/people.md) to be created
{% endhint %}

A key feature of OConect is the ability to invite collaborators to any module, who can have one of three roles: Administrator, Editor or Collaborator. Each plan includes a different number of these roles. Below, you will learn how to invite collaborators.

#### Step #1 Inviting Peers to Collaborate

<figure><img src="https://109694129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZBOZTYAsip36aFrheb90%2Fuploads%2FxJr40bnZ5lEaRMamwGNv%2FInviteCollaboratorsViewDetails.png?alt=media&amp;token=21826145-07e3-48b4-8c7e-e06db54a03c7" alt=""><figcaption></figcaption></figure>

The first thing to do when inviting someone to collaborate is to find the person you want to invite in the list and click *"View Details".*

#### Step #2 Click Send Invitation

<figure><img src="https://109694129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZBOZTYAsip36aFrheb90%2Fuploads%2FjUBoOihB1mNkgPRZP6HG%2FInviteCollaboratorsSendInvite.png?alt=media&amp;token=30d86e05-8ee1-4e25-b468-89958a4dea7a" alt=""><figcaption></figcaption></figure>

Once you have done step 1 a little popup will show and you will need to click the *"Send Invitation"* button as highlighted above.

#### Step #3 Select Permissions

<figure><img src="https://109694129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZBOZTYAsip36aFrheb90%2Fuploads%2FkruQtVHbLCkcKsGzPLky%2FInviteCollaboratorsSelectEntity.png?alt=media&amp;token=57d55186-d677-416d-b3e1-0b70c82793f1" alt=""><figcaption></figcaption></figure>

A popup will now show which will have 3 Dropdowns which allow you to select what entity you want to invite the user to edit or collaborate on. These 3 Dropdowns are explained below.

**Dropdown 1:** This dropdown lets you select between which role the person will have. You can select between *"Administrator", "Editor"* and *"Collaborator".* If you select the Administrator role then the popup will only show 2 boxes with the other being to ask which organization you want this to apply to. The other 2 roles will continue to show the 3 different dropdowns.

**Dropdown 2:** Using this dropdown you can select what type of entity you want to invite the person to edit or collaborate on. The choices you can choose between are *"Department", "Function", "Process"* and *"System".*

**Dropdown 3:** This dropdown will show valid entitys depending on what Dropdown 2 is set too, for example if dropdown 2 is set to "Department" then it will show valid departments for you to choose from.

#### Step #4 Invite The User

<figure><img src="https://109694129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZBOZTYAsip36aFrheb90%2Fuploads%2FxNp8n9qX7mCX2P9NokXY%2FInviteCollaboratorsInvite.png?alt=media&amp;token=e29b9a39-6fdf-4b46-a9da-0a61e2c9cccd" alt=""><figcaption></figcaption></figure>

Once you have your options selected in the dropdowns you can then click the *"Invite user"* button as highlighted above and it will invite the user to join.