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:
Enter the member's email address 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.
Download the bulk invite CSV template, add the email addresses of the members you would like to invite, and upload the CSV file. For each email, a new row will be added 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.
Create Member(s)
An organization member account can be directly created by an Organization Admin, or by an Organization Member with the appropriate role, on the Organization/Members page.
To create a member account, you must supply a username and password during the invitation process (described above). An email will be sent to the created account with a link that must be clicked within 15 days, or the account will be automatically deleted.
Directly creating member accounts, as opposed to inviting them, is helpful for multiple reasons:
Organizations can standardize the usernames for all accounts
Assignments can be immediately assigned to a newly created account
Organizations can use them as temporary accounts, since they will be automatically deleted if you don't click the confirmation link in the email.
Remove Member(s)
An Organization Member can be removed by an Organization Admin or an Organization Member with the appropriate role on the Organization/Members page. There are three ways to remove members:
Right-click and select Remove Member on the row of the member you want to remove in the Active Members table.
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."
On the Details tab of the Member page, select "Remove Member From Organization."
Member Invitation Video Tutorial
Bulk Member Invitation Video Tutorial
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