Topic results Invitation

CCH IFirm Organisation Management
Accepting a bulk Invitation Link
This document outlines the process for accepting a bulk invitation to join the CCH iFirm Organisation. Users receive an invitation link via email from their administrator and require a Wolters Kluwer Account to proceed. The guide details steps for both existing users and new account creation, including email verification and the activation process. Users will receive notifications upon request acceptance or rejection. Warning messages are provided to clarify potential issues, such as already having an account or being a current member of the organization.
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CCH IFirm Organisation Management
Add Members
This document outlines the procedures for inviting new members to an organization using the CCH iFirm platform. It specifies that only Admin users can add members, while regular users can invite multiple members via an invitation link. Steps are provided for inviting an individual member, customizing invite messages, and inviting several members using a unique link. Additionally, it discusses how to manage pending invitations and join requests. Important notes include that all members must accept their invitations to be added to the organization and that permissions can be adjusted after acceptance.
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