Resolving Issues with Inviting Users to Fohlio

If you're encountering problems when inviting users to Fohlio, follow these steps to troubleshoot and resolve the issues:

1. Ensure the Correct Email Address

• Ensure the email address is entered correctly in the internal user list when inviting users.
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• If an invite has already been sent:

  • Ask the user to check their email inbox including spam or junk folder for the invitation email.

  • If the user’s organization uses firewalls or whitelisting, ask their IT team to verify the email wasn’t blocked.

Ensure the email address is entered correctly in the internal user list when inviting users.
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If an invite has already been sent:

Ask the user to check their email inbox including spam or junk folder for the invitation email.

If the user’s organization uses firewalls or whitelisting, ask their IT team to verify the email wasn’t blocked.

2. Handling Expired Invites

• If the invite was sent over a month ago, or the invited user can't find the email and you need to resend it, here is what you need to do:

  1. Find the user email in the Internal team users

  2. Revoke the old invite.

  3. Send a new invitation.

  • The user will receive a fresh email and can accept the invite.
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If the invite was sent over a month ago, or the invited user can't find the email and you need to resend it, here is what you need to do:

Find the user email in the Internal team users

Revoke the old invite.

Send a new invitation.

The user will receive a fresh email and can accept the invite.
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The user will receive a fresh email and can accept the invite.
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3. Error: "Email Has Already Been Taken"

• This error suggests the email might already be associated with another account or profile.
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• Resolution:

  • Contact Fohlio’s Live Help for assistance.

  • They can help check for duplicate accounts or remove an existing profile if necessary.

This error suggests the email might already be associated with another account or profile.
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Resolution:

Contact Fohlio’s Live Help for assistance.

They can help check for duplicate accounts or remove an existing profile if necessary.

4. Team Selection After Login

• After logging in, the invited user should:

  1. Click on their email address in the profile section.

  2. Ensure they are under the correct team.

  • If they have access to multiple teams, they may need to switch to the appropriate one.
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After logging in, the invited user should:

Click on their email address in the profile section.

Ensure they are under the correct team.

If they have access to multiple teams, they may need to switch to the appropriate one.
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If they have access to multiple teams, they may need to switch to the appropriate one.
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5. Resolving Invalid Credentials

• If users face login issues:

  1. Click on "Forgot Password" on the login page.

  2. Enter their email and click "Send Reset Instructions".

  3. Check their email for the reset link (including spam/junk folders).

  4. Use the link to reset their password and log in with the new credentials.

     

If users face login issues:

Click on "Forgot Password" on the login page.

Enter their email and click "Send Reset Instructions".

Check their email for the reset link (including spam/junk folders).

Use the link to reset their password and log in with the new credentials.

Use the link to reset their password and log in with the new credentials.

Additional Tips

• Verify Email Details: Always confirm the accuracy of the email address being invited.

• Follow-up: Promptly address any issues with invites by checking expiration dates or potential conflicts.

Verify Email Details: Always confirm the accuracy of the email address being invited.

Follow-up: Promptly address any issues with invites by checking expiration dates or potential conflicts.

By following these steps, you can efficiently troubleshoot and resolve common issues when inviting users to Fohlio.

We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.