How to invite team members to your organization

Steps to Invite Team Members

Step 1: Access Organization Settings

1. From the dashboard, go to the bottom left corner of the left sidebar.

2. Click on Organization Settings.

Step 2: Access the Teams Tab

1. On the Organization Settings page, you will see several tabs in the sidebar.

2. Click on the Teams tab to manage your team members.

Step 3: Invite a New Member

1. In the Teams tab, locate the Invite a New Member button in the top right corner.

2. Click this button to access the invitation form.

Step 4: Fill Out the Invitation Form

1. Email Address: enter the email address of the team member you want to invite.

   • To invite multiple members, add their email addresses one by one by repeating this procedure.

2. Role: select the role you wish to assign to the new member:

   • Owner: has full access to manage the organization, settings, and members.

   • Editor: can create and modify content in all applications.

   • Viewer: can view content but cannot modify it.

Step 5: Send the Invitation

1. Check the information you have entered.

2. Click “Send” to send the invitation.

Step 6: Wait for Acceptance

1. The invited member will receive an email with instructions to join your organization.

2. Once they accept the invitation and create their account, they will appear as “Active” in your organization's member list.

3. If they have not yet accepted the invitation, they will appear with the status “Pending”.

Simplified Steps (for chatbots and emails)

1. Go to Organization Settings (sidebar at the bottom left).

2. Click on the Teams tab.

3. Click on Invite a New Member.

4. Enter the email address and select a role (Owner, Editor, Viewer).

5. Click Send.

6. Wait for the member to accept the invitation.

Tips

• Check for typos: make sure the email addresses are entered correctly to avoid sending invitations to the wrong person.

• Inform your team: let your team members know that they should expect to receive an invitation from Cynoia.

• Resend invitations: if a team member did not receive the invitation, delete the pending invitation and send a new one.