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Sending invitations

Creating a user account in Menta does not automatically give the person access — they still need an activation email to set their password and sign in for the first time. This page covers how to send (and re‑send) those invitations.

When invitations are needed​

An invitation is required whenever a user has not yet activated their account. You can recognize these users in the user list by an empty Activated at column. Once a user has activated, they can sign in on their own and no further invitations are required.

Some workflows send invitations automatically:

  • The Bulk import has an option to send activation emails as part of the upload — see Bulk import from CSV.
  • Creating a single user from the New user form does not send an invitation automatically; you'll need to do it manually as described below.

Sending invitations from the user list​

The Users list lets you send invitations to one or many users at once.

  1. Use search, filters, and sorting to narrow the list to the people you want to invite. The Browsing and searching users page covers this in detail. A useful starting point is filtering by Activation status: not activated.
  2. Select the users you want to invite using the checkboxes in each row, or use the header checkbox to select everyone on the current page.
  3. Click Send activation email in the actions bar at the top of the list.
  4. A confirmation dialog summarizes who will receive an email, including any users who have already been sent an invitation in the past. Review the list, then confirm.

The dialog calls out users who have already received an invitation so you can make a deliberate decision before sending again. Re‑sending is supported and is the right move when a user has lost their original email.

Send activation email confirmation dialogSend activation email confirmation dialog

After sending​

You'll see a confirmation once the emails have been queued. The user list refreshes to reflect the new state, and the Activation sent information for each user is updated.

If a user reports that they never received their email, the most common causes are:

  • The email is in their spam or quarantine folder.
  • The address on file has a typo. Open the user's detail view to confirm — see Viewing user details.
  • The user is in a corporate environment where external sign‑in emails are blocked. Their IT team usually needs to allow the Menta sender domain.

Re‑sending the invitation is safe and is usually the right next step once the underlying issue is sorted.