How to invite members to your organization

Only organization admins can invite and manage members, assign them a role (guest, member, or admin), and place them on teams. Designated members can also invite new members. Teams allow admins to manage multiple members simultaneously.

In this guide, we’ll show you how to:

  • Invite members
  • Manage invites
  • Manage roles

Invite members

There are three ways to invite members to your organization:

  1. Email
  2. Link
  3. CSV 

To invite members by email:

  • Select your organization icon in the global navigation.
  • Select “Organization settings.”
  • Select the “Members” tab at the top.
  • Under “Invite members,” select “By email.”
  • Enter the emails of the people you want to invite.
  • Set the role for each person.
  • Select “Invite.”

To invite members by link:

  • Select your organization icon in the global navigation.
  • Select “Organization settings.”
  • Select the “Members” tab at the top.
  • Under “Invite members,” select “By link.”
  • Set the invitee’s role.
  • Select “Create link.”
  • Share the link with the invitee.

Invite links don’t expire by default, but you can specify an expiration date under the “Option” dropdown menu.

To invite members via CSV:

You can invite up to 100 people to your organization using a CSV file.

  • Select your organization icon in the global navigation.
  • Select “Organization settings.”
  • Select the “Members” tab at the top.
  • Under “Invite members,” select “By email.”
  • Select “Upload CSV” next to the email input field.
  • Follow the instructions.
  • You’ll be notified of any errors and can review and resolve them.
  • If there are no errors, select “Invite.”

Manage invites

The admin and inviting member get an email when an invitee accepts or declines an invitation or if the invitation expires. To check on the status of pending invites:

  • Select your organization icon in the global navigation.
  • Select “Organization settings.”
  • Select the “Members” tab at the top.
  • Select the “View” dropdown menu.
  • Under “Pending invites,” select “By email” or “By link.”

If the invitee didn’t get the invite or it expired, you can select “Cancel” and resend the invite or reinvite them by link.

Manage roles

Admins can change the role and privileges of any organization member at any time. Members with plan admin privileges can also assign that privilege to others. 

To manage a member’s role:

  • Select your organization icon in the global navigation.
  • Select “Organization settings.”
  • Select the “Members” tab at the top.
  • Hover over the account you want to update and select the checkbox.
  • In the “Select role” dropdown menu, select the privilege and/or role you want to assign.
  • Select “Apply.”

 

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