Invite/Remove Members

Invite Member(s)

An organization member can be invited by an Organization Admin, or by an Organization Member with the appropriate role, on the Organization/Members page. There are two ways to invite members:

  1. Enter the email address of the member you wish to add, select their role (if allowed), then select Send Invitation. A new row will be added to the Invited Members table with an Invitation Code that the prospective member will receive in their email inbox and use during account activation.

  2. Download the bulk invite csv template, add the email addresses of the members you would like to invite, then upload the csv file after choosing "Invite". A new row will be added for each email to the Invited Members table with an Invitation Code that the prospective members will receive in their email inbox and use during account activation.

Be sure to have prospective members check their spam folder if they do not see the invitation email in their inbox.

Remove Member(s)

An Organization Member can be removed by an Organization Admin, or by an Organization Member with the appropriate role, on the Organization/Members page. There are three ways to remove members:

  1. Right-click and select Remove Member on the row of the member you want to remove in the Active Members table.

  2. Download the bulk remove csv template, add the email addresses of the members you would like to remove, then upload the csv file after choosing "Remove".

  3. On the Details tab of the Member page, select "Remove Member From Organization".