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Inviting Guests to a Session

Producers can invite up to 20 people to participate in a session as presenters. Each guest receives a secure, personalized link to join. This article walks you through the process of inviting and managing your guests.


How does it work?

Simply enter the email addresses of the people you’d like to invite to the session. Each guest will receive a secure and personalized link directly to the session, which should not be shared with anyone else. Guests joining using a direct guest link will be automatically logged into Socialive, bypassing basic and SSO authentication. This is possible because the direct guest link includes trusted information allowing limited access to Socialive without logging in.

Note: If the Session guest already has a Socialive account that has privileged access to Socialive (an Admin, Producer or Creator role), they'll be required to sign in directly, or via SSO if configured, to join.


Inviting Guests

  1. In Studio, under Live Sources, click Invite a Guest.

  2. Enter the email address(es) of the invitee(s).

  3. Select whether to send each guest a secure link. If selected, emails will be sent immediately after you click Add guests. You can skip this step and send them later, at any point.

  4. Click Add guests.

Note: If the email address is not already associated with a registered user in Socialive, the user’s profile is automatically created. This user will:

  • Have Guest-only access. If necessary, admins can change the user’s access type in the Socialive admin portal, but this is not required for them to join the session as a Presenter.

  • Be assigned a random password, just in case they ever need to log in to Socialive directly. To do so, they can use Socialive’s Forgot Password feature to reset it to something they can remember.


Providing Guest Links to Invitees

When adding guests, producers can choose to:

  1. Email invites (with links) to one or all invitees

  2. Choose to send emails at a later time 

  3. Copy the guest link and send it directly to invitees (e.g., through conferencing apps on a tech check, Slack, text, etc.)

Keep in mind that:

  • Links will not work if the session is deleted.

  • Even with a link, a guest will not be able to join if they’ve been removed from the session guest list.

  • If a guest’s personal link has accidentally been shared, the host can invalidate the link by choosing to “reset” it. The old link will no longer be usable and a new link can be generated.

Why Skip the Email Invitation?

When you invite a guest to a session, you can choose to skip sending an email invitation. This is useful since producers often set up their scenes before the actual session. It is better to skip the email invitation, in these cases, so your guests are not distracted by emails long before they need to sign in.

Can Guests Join a Session without a Guest Link?

Guests can join any session they are invited to by signing in to Socialive when needed in the Green Room. Once they log in, they will see a list of sessions they are invited to and they can click Join to enter the Green Room.


Managing Guest Links

Emailing Links to Guests

  • You choose to email links to specific guests or to all guests at the same time.

    • To email the guest link to a specific guest:

      1. Select a guest from the “Live Sources” panel on the left. Alternatively, you can click the gear icon in the top-right corner.

 

  1. In the Producer Control panel on the right, go to the bottom and click Email Link to Guest. The guest will receive it immediately.

  • To email guest links to all guests:

    1. Under Live Sources, click the arrow to the right of the Invite a Guest button.

    2. Click Email links to all guests. An email will be immediately sent to all invited guests.

Note:

  • Users with “Guest” access will receive a secure, personalized link that will take them directly to the session without registration or sign-in required.

  • Users with “Admin”, “Producer” or “Creator” access will receive a link to the session but will be required to log in to Socialive first




Manually Providing Links to Guests

You can also choose to manually provide guest links to your invitees by:

  1. Select a guest from the “Live Sources” panel on the left. Alternatively, you can click the gear icon in the top-right corner.

  2. In the Producer Control panel on the right, go to the bottom and click Copy link. The guest’s unique, secure link will be copied to your clipboard. Do not share this link with anyone else.



Resetting a Guest Link

Producers can reset a guest link for a specific invitee by:

  1. Select a guest from the “Live Sources” panel on the left. Alternatively, you can click the gear icon in the top-right corner.

  1. In the Producer Control panel on the right, go to the bottom and click Reset Link. The previous guest link will be invalidated, and a new, unique link will be generated.

 

  1. Repeat step 1 and click Email guest link or Copy guest link to provide the invitee with the new guest link.


Removing a Guest from the Session

  1. Select a guest from the “Live Sources” panel on the left. Alternatively, you can click the gear icon in the top-right corner.



  2. In the Producer Control panel on the right, go to the middle section in the Role tab. Click Remove Participant to remove the guest from the session.
    Note: Guests are invited with Presenter rights by default. They can be promoted to Director. If their system role is Producer or Admin, they can also be promoted to Additional Host
     


Still, looking for an answer?

Contact Socialive Support via live chat, email at support@socialive.us, or submit a support ticket.

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