Invite members to your organization
Automizely enables you to collaborate with multiple members easily. You can add members to an organization and assign role-based access to them. Two roles have been defined:
Owner: only the organization owner can invite members and transfer ownership
Member: can access the product data and manage connections. Will have read-only access to the Members page
Once an invitation is sent, the user receives an email with the invitation link at the email address entered by you.
![](https://storage.crisp.chat/users/helpdesk/website/135996ca0d724000/7_20cwks.png)
Users need to click the invitation link in the email to accept the invitation.
![](https://storage.crisp.chat/users/helpdesk/website/135996ca0d724000/8_18yvntj.png)
Two scenarios arise usually.
1. User has an automizely account: in this case, the user needs to login to Automizely to accept the invitation.
2. User doesn’t have an Automizely account: in this case, the user first needs to create an Automizely account to accept the invitation.
After Accepting the invitation, the user becomes a member of the organization.
Make sure you have enough seats before inviting members to an organization. If not, then please add more seats.
Go to Members page > Invite member
Enter the email address of the member you wish to invite > Send invitation
Owner: only the organization owner can invite members and transfer ownership
Member: can access the product data and manage connections. Will have read-only access to the Members page
How does a user become a member?
Once an invitation is sent, the user receives an email with the invitation link at the email address entered by you.
![](https://storage.crisp.chat/users/helpdesk/website/135996ca0d724000/7_20cwks.png)
Users need to click the invitation link in the email to accept the invitation.
![](https://storage.crisp.chat/users/helpdesk/website/135996ca0d724000/8_18yvntj.png)
Two scenarios arise usually.
1. User has an automizely account: in this case, the user needs to login to Automizely to accept the invitation.
2. User doesn’t have an Automizely account: in this case, the user first needs to create an Automizely account to accept the invitation.
After Accepting the invitation, the user becomes a member of the organization.
👥 Invite members
Make sure you have enough seats before inviting members to an organization. If not, then please add more seats.
Go to Members page > Invite member
Enter the email address of the member you wish to invite > Send invitation
Updated on: 01/06/2021
Thank you!