Invite users
You can use the Invite operation to send out invitation to newly-created users to log in to Relativity and set their passwords. The mass operation is available from the mass operations bar. This feature is useful when you setting up a large number of reviewers in a new case.
Note: You can't use mass operations on Data Grid-enabled fields.
To send invitations to multiple users:
- Navigate to the Users tab.
- From the mass operations bar, choose whether to select Checked items or All items in the current returned set.
- Select Invite in the mass operations drop-down menu.
- The Invite Users dialog opens.

If any of the users can't be invited, they are listed in the dialog. The reasons may include:
- The user you are inviting doesn't have a valid login method. To correct this, assign the user a login method. For more information, see Managing user authentication methods
- You don't have edit permissions to the user(s) that you are inviting. Make sure you have edit permissions to the users.
- Click Ok. The invitation emails are sent to the users.
Note: If the email can't be sent because your Relativity email setting are not configured properly, a warning is displayed. Make sure SMTP-related instance settings are configured properly. For more information, see Instance settings.