What you'll do
Add people to your organization so they can receive campaigns and (if their role allows) use the app. They start receiving the daily question automatically. Setting up an account is optional and only needed if they want to manage their own settings or view results.
Single invite
- Go to Members in the sidebar.
- Click Invite member.
- Enter their email.
- Pick a role.
- Optionally, add them to a group.
- Click Send invite.
They'll get a welcome email that explains what's coming and offers a "Set up account" link. The link is valid for seven days. The daily questions start arriving at the next send window whether they set up an account or not.
Bulk invite
If you have many people to add, paste a comma-separated list of emails into the same form. Up to 50 at once.
Each invite goes out individually. If a few fail (typo, blocked email), the rest still send.
Single sign-on (SSO)
If your organization uses Google or Microsoft for sign-in, your team can sign in with one click instead of setting a password.
You don't need to set up SSO separately. As long as someone in your org has been invited and signs in via Google or Microsoft with that email, they're in.
Resending an invite
On the Members page, find the person, click Resend invite. A new link goes out. The old link stops working.
Removing a pending invite
If you invited the wrong email, click the row and choose Cancel invite. The link won't work even if they try later.
Common questions
- What happens to their answers if I remove them? Their existing answers stay in the dashboard's aggregates. They stop getting new questions.
- Can someone unsubscribe themselves? Yes. Every daily question email has a one-click Unsubscribe link in the footer. You'll see an Unsubscribed badge next to their name on the Members page. Only the member can turn it back on. See Stop or restart your team's emails.
- Can I invite people from another company's email domain? Yes. There's no domain restriction by default. An Admin can configure one under Settings.