Invite people

Invite by account, by email or in bulk, with the role and team they receive.

In short

Invite people brings colleagues into the organization with a role and a team. Type a name to find an existing account, or type email addresses - one or up to 200 at once - in the one box. The role and team apply the moment they accept. Access ends on and Import from a file wait under "More options".

Before you start

Steps

  1. Make the organization your workspace and choose "Invite people" in the header.
  2. Under "People", search for an existing account, or type addresses under "Email addresses".
  3. Choose the "Role". The first option is the organization's default, and the sentence under the picker says what the chosen role allows.
  4. Choose the "Team" they land in, if you may arrange teams. The first option is the default team.
  5. For a contractor or anyone who should work here for a while, set "Access ends on".
  6. Choose "Send".

Result: a message reports how many were emailed, invited in the app or skipped, and the dialog lists the reason for each skip.

Good to know

Choose the role carefully The role is granted the moment they accept. Pick Member or Viewer unless the person should manage the organization.

If something goes wrong

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