Send an invitation
To send an invitation:- Go to Invite user or Settings > Organization > Members.
- Click the Invite user button.
- Enter the user’s information including their first and last name, work email, role, and affiliation(s). You can optionally specify a duration of affiliation for users that will be temporarily affiliated to a given service.
- Click Send invitation. New members will receive an invite link via email along with steps to join the workspace.
In case your email server may be filtering out invitation emails, we recommend adding [email protected] to your allowlist as trusted senders in email settings.
Batch invites
To send a batch invitation to a group of users:- Go to Invite user or Settings > Organization > Members.
- Click the arrow besides the Invite user button, and then click Invite multiple users.
- Download the batch upload template file.
- Complete the file, ensuring every row is complete. Do not modify any other cell in the spreadsheet. Save and close the file once complete.
- Upload the completed file.
- Review the upload to ensure all fields are correctly uploaded. If any corrections need to be made, edit and re-upload the spreadsheet.
- Click Send invites.