Invite people to your organisation
Send one or many invitations, choose each person's role and workspaces, and follow the invitations still waiting.
Nobody joins your organisation without an invitation. As an organisation admin, you send them from Members.
Send invitations
- In the rail, under Organisation, choose Members.
- Select Invite people.
- In Email addresses, type or paste one or more addresses, separated by commas, spaces or new lines. You can invite up to 50 at a time.
- Under Invite them as, choose a role:
- Organisation Member builds activities in the workspaces you choose.
- Organisation Admin runs the organisation: its members, workspaces, connections and settings.
- For an Organisation Member, tick the workspaces under Put them in these workspaces. An Organisation Admin reaches every workspace, so this choice is not offered.
- If you like, add A note in the email. It is shown in quotes under your name.
- Select Send invitation (or Send 3 invitations, with your own count).
Each person gets an email with a link to join. Nothing changes until they accept. If an address cannot be invited, it stays in the box with the reason, and the others are sent.
If your plan has no room for more staff members, Taktyl tells you so, and the addresses stay in the box. Each open invitation holds a seat until it is answered.
What the invited person does
They open the link in the email and sign in, or create an account with that address. Then they choose Accept on Notifications › Invitations. You are told when they answer.
Invitations still waiting
Open invitations are listed under Invitations waiting, with Invited as, Invited by and a Status:
- Open until a date: the link works until then. An invitation is open for 14 days.
- Not delivered: the email did not go out. Choose Send again from the row's ⋯ menu.
- Expired: choose Reopen and send again to give it a fresh 14 days.
To cancel one, choose Withdraw from the ⋯ menu, then Withdraw invitation. The link stops working at once. It does not go to the Bin; to change your mind, invite them again.