Invite your coworkers

Robin is made for teams. Once you've created your organization, add your team! Robin supports several ways to add your team. This guide focuses on how to add folks manually. 

Before jumping in, there are a few things to think about first:

 

 

Adding users

You must be an account owner or admin to add or invite folks to your Robin account. You can read more about member roles here.

1
Log in to the web dashboard and visit Manage > People.
2
Click Invite new members.
3
Add users individually or in bulk using the csv import optioninvite_users.png
4
If your team will be logging in via a username & password method only, select Send invite. This automatically sends an email with a link to set up a Robin user account.
If you prefer users to log in via single sign-on, but need to configure user groups before your launch, select Add without invitations. This will add folks to Robin, but it will not send the automated email invitation.

add_-no_invite.png

 

The invite email

When you click Send Invitation, an email invite goes out to everyone on your list. Co-workers should keep an eye out for an invite email from <mailer@robinpowered.com> that looks something like this:

Subject: You are invited to join {your team} on Robin

Invite_email.png

* Warning: we've seen the email invite get stuck in folks spam/junk folder from time to time.

When they click on the link, Robin will walk them through account creation and automatically add them to your organization.

 

 

 

 

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