How to Invite People to a Workspace

Jakob Storjohann Updated by Jakob Storjohann

  1. Click Settings in the lower left hand corner
  2. Click People
  3. Click Add in the right-hand corner
  4. Send out personal email invitations by adding a name, an email, and your message
  5. Optional: Use an invite link to invite multiple people
  6. Optional: Use a .CSV file to send out email invitations in bulk
  7. Optional: Manage existing members or resend old invitations

Importing from CSV

If you upload from a CSV file, make sure you have a column heading for "email" which is required to invite a new user to Ideanote.

Optionally you can choose to include the column headings for "firstname", "lastname" and "message". The message will be added to the invitation email.

To get started, try organizing your spreadsheet using our CSV template.

After selecting the CSV file, you'll have to confirm that you wish the invite the users. Emails that are invalid or emails that have already been invited in the past are skipped automatically.

When all users have been successfully invited, you'll see a confirmation message at the bottom of the screen.

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