Explainers and Resources
How Do I Get a Dedicated Innovation Success Manager?
How to Report a Bug
Insights & Trends
Notification Activity Overview
Quick Product Demo (15 minutes)
Settings Panel Walkthrough
What are Guests, Members, Admins, and Owners?
What is a Mission
What is a Team Folder
How to Access Ideanote on a Mobile Device
How to Collect Anonymous Ideas
How to Create a Mission
How to Create an Idea Template
How to Edit a Mission
How to Embed a Mission
How to Get a Shareable Link for an Idea Collection
How to Hide a Team Folder
How to Mark a Phase as the Inbox
How to Move a Mission to Another Folder
How to Share a Mission
What are the attachments restrictions on size and files?
How to Change a User's Rank
How to Disable or Delete Users
How to Enable Actions across Multiple Phases
How to Give New Users Automatic Access to Missions
How to Invite People to a Workspace
How to Set Up JWT
How to Set Up SAML SSO via WordPress
How to Set Up SAML Single Sign-On
How to Add Custom Filters
How to Add More Phases to a Mission
How to Add Weighted Rating
How to Add a Message when changing Status
How to Create Custom Rating Criteria
How to Delete a Mission
How to Enable Locked Phases
How to Hide Phases or Activities
How to Link Ideas Together
How to Move Ideas between Missions
How to Move Ideas between Phases
How to Move Ideas in Bulk
How to set up a Zapier Integration
How to Add a Custom Domain
How to Add a Favicon
How to Change Workspace Permissions
How to Change the Default Workspace Language
How to Change the Default Workspace Notification Settings
How to Change the Workspace Subdomain
How to Create Custom Workspace Personalization
How to Create Perfect Cover Images
How to Create a New Workspace
How to Delete your Account
How to View all Users on your Workspace
What Languages are Supported?
How to Change my Personal Email Notification Settings
How to Change my Personal Language Settings
How to Change the Personal Email Associated with your Account
What is an Anonymous Idea?
Updated by Ideanote
- Click Settings in the lower left-hand corner
- Click People
- Click Add in the right-hand corner
- Send out personal email invitations by adding a name, an email, and your message
- Optional: Use an invite link to invite multiple people
- Optional: Use a CSV file to send out email invitations in bulk*
- 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.
Alternatively, 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 will be asked to confirm sending out the invites.
Invalid email addresses or addresses that have already been invited are automatically skipped.
When all users have been successfully invited, you'll see a confirmation message at the bottom of the screen.