Inviting your team

From Manage Team, choose Invite by email or Add member, enter the address and the role, and send. The link is single-use and expires in 14 days.

People join your organisation by invitation, or automatically through single sign-on if you have it set up. See Setting up single sign-on.

Invite to the organisation

Organisation admins can invite anyone to the organisation without placing them in a team.

1. Open Manage Team and choose Invite by email.
2. The dialog is headed Invite to your organisation. Enter the Email address.
3. Choose the Role on acceptance. Member, Team Admin or Organisation Admin.
4. Choose Send invitation.

Invite to a team

Team admins invite into their own team. Organisation admins can do this for any team.

1. On Manage Team, open the Members tab for the team and choose Add member.
2. To add someone already in the organisation, pick them from the Member list.
3. To invite someone new, choose Invite someone new by email. The dialog is headed Invite to followed by the team name. Enter the Email address and a Role on acceptance of Member or Team Admin.
4. Choose Send invitation.

A team invitation adds the person to the organisation as a member and to the team with the role you chose.

What the invitee gets

An email titled "You're invited to join" with your organisation or team name and an Accept invitation button. The link works once and expires 14 days after it was sent. They must sign in or create an account with the address you invited. See Accepting an invite.

You see "Invitation emailed to" the address. If email sending is not configured for your environment, you instead see "Invitation created" with a link you can copy and send yourself.

Pending invitations

Organisation admins see a Pending invitations card on the Organization roles tab, listing the Email, Role, Team and Expires date of every invitation not yet accepted. Revoke cancels one and invalidates its link. There is no resend. To send again, revoke the old one and invite the address afresh.

Rules

• One pending invitation per email address. A second attempt gives "There's already a pending invite for that email."
• Someone already in the organisation keeps their existing membership. An invitation does not change their role.
• Invited people are team members unless you chose otherwise. A team member can run sims assigned to them and see their own results, and cannot buy sessions or create public links.

There is no bulk upload. To bring in a large cohort, ask about single sign-on, which provisions people on their first sign-in.