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Inviting Members and Assigning Seats and Roles

As an organization owner, you can invite members to join a subscribed domain and assign a seat and a role to them. However, in a trial subscription, there might be a limit to the number of members you can assign a seat for the domain.

Note: When inviting users to a domain, you can edit and delete the email addresses that you have added to the list of invitees before you send the invitation.

The following procedures are explained:

Inviting Members to Join a Domain

You can invite members of your organization to join a domain by using their email addresses.

Procedure

  1. On the Team Members tab, click the domain name in the left pane and then click Invite new members.

The Invite new team members to the domain window is displayed.

Alternatively, you can also invite users to join a domain by selecting your organization in the left pane and then clicking Invite team members. A list of domains is displayed. Select the domain to which you want to invite members.

  1. In the “Invite new team members to the domain” window, enter the email addresses of all the users you want to invite as members of the domain and click Invite.

    The members receive an email inviting them to join the domain, clearly stating the region in which you have the domain subscription.

Notes:

  • The number of users you have added to the list of invitees is displayed on the Invite button.
  • If you type the email address of an existing organization member, the email address is not added again to the list of invitees. A message informing you about it is displayed at the bottom on a yellow band.

Assigning a Seat and Role for a Domain

Users can be a part of a domain only after the organization owner or a team administrator assigns a seat to them. This seat must be in a domain that is a part of an active subscription.

Procedure

  1. On the Team Members tab, click a domain you have subscribed to, such as Integration or Live Apps, and then click Invite new members.

  2. In the Invite new team members to the domain window, enter the email addresses of all the users you want to invite to be members of your domain. You can enter the user’s first name or last name if the user is already a member of the organization. For other users, you can enter the email address.
    • When you start typing, a list of matching first names, last names, and email addresses is displayed. Matching first names and last names are displayed at the top of the list followed by matching email addresses.
    • If a matching first name, last name, and email address are displayed in the list, it indicates that the user is already a member of the organization. If only the email address is displayed in the list, it indicates that the user is not a member of the organization.
    • You can use the up and the down arrow keys to traverse through the list and press the Tab key or the Enter key to add the entry to the list of invitees or use mouse click to select the entry to add to the list of invitees.
    • A user is already a member of your organization and also a member of the domain to which you are inviting. In this scenario, when you select the user’s email address from the suggested list, it is not added to the list of invitees. Instead, a message is displayed, on a yellow band, that the user is already a member of the domain.
    • You can see the number of users you have added to the list on the Assign roles button.
  3. Click Assign roles to assign roles to the users.

  4. On the Assign roles and Team Administrator status page, select the appropriate available roles for the users and then click Save and send notifications. The members receive an email inviting them to join the domain. The email includes the region from which the domain is subscribed.

    The number of seats available for each role is displayed in the respective column. This number is domain-specific. Whether the organization owner occupies a seat or depends on the domain.

Notes:

  • You can invite users to a domain even if they are not members of your organization. In this scenario, they receive an email invitation to join the organization and on accepting the invitation, they are automatically added as domain members.
  • Users who are already members of the organization do not have to accept the invitation to join a domain in the organization. They are automatically added as domain members.
  • You can paste a comma-separated list of email addresses of users to invite to a domain.
  • Incorrect email addresses are displayed in red.

The list of invited members is displayed on the <domain name> tab. Names of users who are team members are displayed in the Name column and (invited) is appended to the names of users who have not yet accepted the invitation.