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Invite and add people

Add someone to a site​

  1. Select the site and open Members.
  2. Open the invite action.
  3. Search by name to find an existing organization member, or enter an email address to invite someone new.
  4. Choose the appropriate site role: Member, Configurer, or Site Manager.
  5. Review the selected people and confirm the action.

Choose Member for ordinary door access. Management roles should match the work the person needs to do at this site.

Invite someone to the organization​

Org Owners can invite new people from Directory. For a person already in the organization, use the site's Members workflow to add them to another site rather than creating a duplicate account.

Import several people​

From organization Directory, open the dropdown beside Invite People and choose Bulk import users.

  1. Download the example template from the dialog.
  2. Prepare up to 25 people with the required Display Name and Email columns. Optional columns are Credentials and Role.
  3. Use Upload File or Paste Data.
  4. Review validation errors and warnings, correct the data, and import the valid rows.
  5. Review the result before retrying any failed rows.

The role values are PATRON (the default) and ORG_ADMIN (Org Owner). Use the elevated role only for people who should manage the whole organization. Assign Site Manager or Configurer roles afterwards in the site workspace.

Use the template's supported credential formats if importing physical cards. The import does not assign sites, user groups, or access grants: add those after the people appear in Directory.

Give them door access​

Add the person to the appropriate User Group, then check the Access Grants shared with that group. Confirm the grant includes the right doors and schedule.

The person follows their email instructions and signs in to the mobile app. Cards and wallet access have separate credential setup. An invitation is not a replacement for assigning access.

If an existing member cannot find a site, check that they were added to that site and ask them to refresh the app.

Create a user group · Resend an invitation