> ## Documentation Index
> Fetch the complete documentation index at: https://help.uninote.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Users (Invite)

<Note>
  There are three methods to add (invite) users.
</Note>

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

***

### Pre-check

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

***

### Common: Open the Invitation Screen

1. Open the \[Users] screen.
2. Select \[Add User].\\
   <Frame>
     <img src="https://mintcdn.com/uninote/xGR0dTTK9-GoEWOW/images/image-1.png?fit=max&auto=format&n=xGR0dTTK9-GoEWOW&q=85&s=feb4fad8e3ebc0a26d77b1f98613ad6b" alt="Image" width="1264" height="1380" data-path="images/image-1.png" />
   </Frame>

***

* Invite via Email
  1. Select \[Send] and enter the email address of the invitee.
     <Frame>
       <img src="https://mintcdn.com/uninote/YXx_llk05bMkekH7/images/%E3%82%B9%E3%82%AF%E3%83%AA%E3%83%BC%E3%83%B3%E3%82%B7%E3%83%A7%E3%83%83%E3%83%88-2026-02-26-21.18.44.png?fit=max&auto=format&n=YXx_llk05bMkekH7&q=85&s=7f265516830bca59f1d6123b685c637b" alt="Screenshot 2026 02 26 21 18 44" width="1780" height="1084" data-path="images/スクリーンショット-2026-02-26-21.18.44.png" />
     </Frame>
  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`

***

* Invite via CSV
  1. Select \[CSV].
  2. Obtain the template from \[Download CSV Template] and create your file.
     <Frame>
       <img src="https://mintcdn.com/uninote/YXx_llk05bMkekH7/images/%E3%82%B9%E3%82%AF%E3%83%AA%E3%83%BC%E3%83%B3%E3%82%B7%E3%83%A7%E3%83%83%E3%83%88-2026-02-26-21.16.54.png?fit=max&auto=format&n=YXx_llk05bMkekH7&q=85&s=cb812431ea38cfe48331e1ff3fd49c51" alt="Screenshot 2026 02 26 21 16 54" width="1806" height="1446" data-path="images/スクリーンショット-2026-02-26-21.16.54.png" />
     </Frame>
  3. Upload the CSV.
  4. Click \[Process CSV] to complete.

***

* Add via Invitation Link
  1. Select \[Link].
     <Frame>
       <img src="https://mintcdn.com/uninote/YXx_llk05bMkekH7/images/%E3%82%B9%E3%82%AF%E3%83%AA%E3%83%BC%E3%83%B3%E3%82%B7%E3%83%A7%E3%83%83%E3%83%88-2026-02-26-21.19.21.png?fit=max&auto=format&n=YXx_llk05bMkekH7&q=85&s=c19bb679d2afea16b39981ae83812c0d" alt="Screenshot 2026 02 26 21 19 21" width="893" height="411" data-path="images/スクリーンショット-2026-02-26-21.19.21.png" />
     </Frame>
  2. Press \[Copy] and share it with the intended recipients.

<Note>
  **Users who join via the invitation link will have the role of member by default.**
</Note>

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

***

👤 For information for invited users, please refer to: [**How do I log in after receiving an invitation?**](/en/woketaradouyatteroguinshimasuka)

🔐 Related: [**What are the types and differences of roles (permissions)?**](/en/rrunotoihadesuka)
