Inviting members to an organization

Required permissions

• Organization administrator

Things to know in advance

Adding members to an organization follows this process:

1. An organization administrator invites faculty or students to the organization.
2. The invited person signs in via email and approves joining the organization.
3. If necessary, add them to a group during or after the invitation process.

Steps

1. Open Affiliation.
2. Open the target organization name.
3. Open Members.
4. Enter the email addresses of the faculty or students you want to add.
5. If you want to import unregistered email addresses as well, enable Automatically create an account if it does not exist.
6. Grant organization management permissions is a setting to grant organization administrator privileges to the invited user. Do not select this unless necessary.
7. If you want to add the invited user to a group at the same time, select the target group under Invite to a group as well.
8. Click Invite to organization.

After inviting

• Immediately after invitation, they will appear in the Pending invitations list.
• Once the invited user signs in via email, they will move to the Members list.
• If a group was specified, they will also be added to that group after approving their participation.

Points to note

• In principle, do not select Grant organization management permissions for students.
• If a domain is linked to an organization, users who already have an account may be automatically affiliated with the organization.
• To prevent missing anyone when adding to the organization, it is safer to invite all relevant parties in bulk.
• Re-inviting a user who is already affiliated or already invited will not result in duplicate emails being sent.
• Email addresses can be entered in bulk, separated by line breaks or spaces.

Next steps

• Adding faculty to a group
• Adding students to a group