Add Users (Invite)

• Email invitation (for small groups)
• CSV bulk (to add multiple users at once)
• Invitation link (to distribute a participation link)

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Pre-check

• Choose an invitation method (Email invitation / CSV bulk / Invitation link)

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Common: Open the Invitation Screen

1. Open the [Users] screen.
2. Select [Add User].\
   

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• Invite via Email
  1. Select [Send] and enter the email address of the invitee.
     
  2. Set roles if necessary.
  3. Click [Invite] to complete. 📧 An invitation email will be sent to the target user. If not received, please check the spam folder. Subject: Invitation to join {Organization Name} Sender: noreply@mail.uninote.ai

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• Invite via CSV
  1. Select [CSV].
  2. Obtain the template from [Download CSV Template] and create your file.
     
  3. Upload the CSV.
  4. Click [Process CSV] to complete.

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• Add via Invitation Link
  1. Select [Link].
     
  2. Press [Copy] and share it with the intended recipients.

If you want to change to a different role, please edit the role in the [Users] screen after the user has been activated.

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👤 For information for invited users, please refer to: How do I log in after receiving an invitation? 🔐 Related: What are the types and differences of roles (permissions)?