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Invite and Track Group Members

Goal: Help a corporate or group organizer fill their roster fast — and let you, as the affiliate coordinator, see how it's going without micromanaging.

Two ways the organizer recruits​

The group organizer has two ways to bring people in:

  • Email invitations — they upload or paste a list of email addresses; each invitee gets a personalized link to register against the group
  • Public group link — a single link they can paste into Slack, an internal newsletter, or a calendar invite; anyone clicking it can register against the group up to the group's capacity

Most organizers use both: targeted invitations for known participants, plus a public link for late additions.

What the organizer sees​

The group portal shows, in one place:

  • How many slots are filled vs. allotted
  • Each invitee's status (sent / opened / registered / no response)
  • The roster of registered group members
  • Tools to resend invitations, revoke pending invites, or regenerate the public link

What you see as the affiliate​

From your group detail page:

  • Live capacity status
  • The registrations the group has produced
  • Communication history with the organizer
  • Manual controls when you need to intervene (release capacity, revoke a public link)

Sending invites yourself — pick from the organization's people​

You can also send email invites directly from the group's Invites tab. When the Send Email Invites dialog opens, Omnivo lists the people already connected to the group's organization (the same people you see on the organization's People tab) above the email box:

  • Click a person to add them to the invite list — click again to remove them. Their email drops straight into the address box, and you can still type or paste additional addresses alongside.
  • People who already have a pending or completed invite show an Invited badge and can't be double-added — use Resend in the invites table instead.
  • People without an email on file appear grayed out, so you know who you'd need to reach another way.

This is fastest when the group was created from an existing organization: everyone you've already connected to that company is one click away from an invitation.

Members who join other events on their own​

A volunteer who joined through a corporate group is a regular volunteer in your system. They can later register for other events, log additional hours, and engage independently. The group affiliation is captured for reporting; it doesn't restrict their broader involvement.

Members appear under the organization​

Registering through a group also connects the person to the group's organization. Each registrant is recorded as a volunteer affiliation of that organization, and the group's contact/organizer as a volunteer coordinator — so they show up on the organization's People tab and the organization appears on their constituent record. Omnivo only adds this link when the person isn't already affiliated with the organization, so an existing relationship (employee, board member, donor contact) is left untouched. See Connect People to Organizations.