If you are using Motivity's Practice Managment system, you will follow the instructions found in this article instead!
Inviting a Member via Email
You will follow this process to invite a new member to Motivity using their email.
In your organization, find "Members" and select the "+Member" button in the top right corner
Select "Email Address" and type the email address for the person you want to invite.
You will need to assign the person with a role by clicking the drop arrow that will open a drop-down menu with available roles to choose from.
When you finish typing the email, a green + button will appear, click the + button to add the email.
Click the blue "Invite 1 Person" button.
Inviting a Member via Username
You will follow this process to invite an existing member to Motivity using their username.
In your organization, find "Members" and select the "+Member" button in the top right corner
Select "Existing Username"
Type their username and click "Check if User Exists" button
If you entered the username correctly and the user profile already exists in Motivity, you will see a pop-up with the username and first and last name
Click the green + button
You will need to assign the person with a role by clicking the drop arrow that will open a drop-down menu with available roles to choose from.
Click the blue "Invite 1 Person" button.
If this user doesn't exist it will say "No Result Found"
Viewing Invitations and Members
You can view pending invitations by selecting "Invitations" from the home screen.
You can view existing and accepted members by selecting "Members" from the home screen.
Last Updated: 9/8/26 by Alexandra Ahlgren