Invite your coworkers to Robin from the web dashboard, one person at a time or many at once. This article shows how to add people by hand. Robin has other ways to add your team, such as single sign-on and SCIM.
Before you invite people
Decide these things first:
- Do you need to set up groups and permissions? You can add people without an email invite and onboard them later.
- How will people sign in: with single sign-on, with a username and password, or both? Password sign-in is on by default.
- Does your team know about Robin yet? Use the email template for introducing Robin.
Robin recommends single sign-on through your identity provider instead of a username and password. See single sign-on with SAML 2.0. To add people from your identity provider, use SCIM provisioning.
Add people
To add people, you must be an owner or an admin, or have a role with the People permission set to Edit. See User roles and Adding permissions to roles.
- Sign in to the web dashboard and go to Manage > People.
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Select Add people, then select Add individually. To add many people from a file, select Import from CSV. See Bulk invite people with a CSV import.
- Enter each person's Email and Full name. To add another row, select Add another.
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Under Invites, set the Send invites via email toggle:
- Leave it on to send each person an email invite now. See The invite email.
- Turn it off to add people without an email invite, for example to set up groups before launch. You can send the invite later.
- Select Save. You see the people on the People page.
Send an invite later
If you turned off Send invites via email, you can send the invite later. On the Manage > People page, a person who has not joined shows Invited. Select Resend next to it. Importing the same CSV file again does not send invites to people who are already in Robin.
The invite email
When you send invites, each person gets an email from <mailer@robinpowered.com> with a subject like this:
Subject: You are invited to join the {your team} team on Robin
Tell your coworkers to look for it. The invite email can land in a spam or junk folder.
The link in the email opens Robin, which walks the person through creating an account and adds them to your organization. If your organization turned off password sign-in, the link opens your organization's sign-in page. Each invite link works once and expires after 2 weeks. Do not invite group email addresses.