You can invite contacts to become Active Participants by adding contacts to a Managed Progress Board

Watch the walkthrough

https://www.loom.com/share/316951bfeb844690850bda0501966694

Steps

1. Access the Board you want to invite contacts to. You can do this in one of two ways:

   1. Either

      1. Select My Apps in the top menu

      2. Place your mouse over the Boards button

      3. A list of Boards appears

      4. Either

         1. select the Board to arrive on the Board’s page

         2. then press the Edit Managed Board button to edit the Board

            Open

            

      5. Or

         1. place your mouse over the title of the Board to display the Board’s Menu which includes the option Edit Managed Board.

         2. select that button to edit the Board

   2. Or

      1. Press Home in the top menu

      2. See if the Board is listed in the Boards box in the right column

      3. If it is not, press See all to see the full list of Boards

      4. Select the Board

      5. You arrive on the Board’s page

2. Confirm that the Contacts can have their own version of the board checkbox is ticked.

   Open

   

   1. If it is not ticked, tick it and then press Next and then select Contacts in the Edit Board sub menu

   2. If it is already ticked, select the Contacts tab in the Edit Board sub menu

3. You arrive on the Add Contacts tab

4. Press the checkbox next to the name of a contact to add them to the Board. As you add them, their names appear on the right in the Chosen Contacts box

5. If any of the contacts you want to add do not already have an Email Address, Makerble will prompt you to enter their email address when you select their name

6. Add a Welcome Message which will go into the email that contacts receive inviting them to the Board

7. Press Next

8. You arrive on the Public Access tab

9. Scroll to the bottom of the page and press Publish

10. This will send out emails to the contacts inviting them to join the Board