How to invite someone to participate in a CoffeePals program

Overview

Adding users to CoffeePals involves two main steps:

Adding users to an Audience (a Slack channel or Microsoft Teams team).
Ensuring they’re included in programs that use that Audience.

An Audience in CoffeePals is simply a group defined by a Slack channel or a Microsoft Teams team where the CoffeePals app is installed. Once a user is added to the Audience, they’ll automatically be included in all programs that use that specific Audience.

Step 1: Add Users to an Audience

For Microsoft Teams

Create or identify a Microsoft Teams team that you’ll use with CoffeePals.
Add the CoffeePals app to that team (if it’s not already added).
Open the team, go to “Apps” in the team settings, and search for “CoffeePals” to add it.
Add the users to the Microsoft Teams team by
Inviting them by clicking "Add member"
Sharing a link to the team by clicking "Get link to team"



Once users are part of the team, they’re automatically included in the CoffeePals Audience for that team and any associated programs.

For Slack

Create or identify a Slack channel where you want to use CoffeePals.
Add the CoffeePals app to that Slack channel if it hasn’t been added yet.
Go to the channel, type /invite CoffeePals to add the app.
Add the users to the Slack channel by:
Inviting them to the channel by typing /invite in the channel and clicking "Invite someone to this channel"
Sharing a link to the channel by right clicking the channel and clicking copy -> link



Once users are added to the channel, they will automatically be part of the CoffeePals Audience for that channel and any associated programs.

Step 2: Users Are Added to Programs

Once users are part of the Audience, they’ll automatically be included in any CoffeePals programs that use that Audience. This allows you to easily manage which users are eligible to participate in various CoffeePals programs based on their team or channel membership.

Note: If you want to add or remove users from a program, simply update the users in the Slack channel or Teams team that serves as the Audience.

Need Help?

If you have questions or encounter issues while setting up your Audience, feel free to reach out to our support team for assistance.

Updated on: 12/11/2024