You can invite people to your Databook organization by email, or in bulk with a CSV file. You can also limit invitations and sign-ups to the email domains you approve.
You need to be an Organization Admin to invite users. To review the people already in your organization or change their roles, see How to manage user licenses for your Databook organization.
Open the invite window
In Databook, select your Profile icon, then Admin Settings.
In the left panel, select Config, then Membership.
On the Users tab, select + Invite in the top right corner.
Invite people by email
In the Email field, enter one or more email addresses. Separate multiple addresses with commas. Hit enter after you add an email.
Select Send Invites.
Each person receives an invitation email. Until they accept, they appear on the Users tab with a status of pending.
Invite people with a CSV file
Use a CSV file to invite many people at once.
In the invite window, select Download template.
Add the email addresses to the file, following the format of the template.
Upload the completed file using Upload CSV.
Before you upload:
Email addresses go in the first column. Every entry must be a valid email address.
Do not include column headers.
Role names must match exactly. If your file includes roles, they are case-sensitive.
People you have already invited are ignored. You do not need to remove them from the file.
Control which email domains can join
The Approved email domains section lets you restrict invitations and self-service sign-ups to specific email domains. Only people with an email address at one of your approved domains can receive an invitation or create an account.
To add a domain, enter it (for example, company.com) and select Add. To remove one, remove it from the list.
If you add no domains, people can sign up with an email address from any domain.
Change a new user's role
After someone joins, you can change their role at any time from the Users tab. See How to manage user licenses for your Databook organization.
Troubleshooting
What you see | What to check |
Someone cannot accept their invitation | Check that their email domain is on your approved list. If you have approved domains, only those domains can join. |
Someone says they did not receive the email | Ask them to check their spam or junk folder, and confirm the address you entered is correct. |
A person you invited shows as pending | They have not yet accepted the invitation. |
Your CSV upload does not pick up everyone | People you have already invited are ignored. Check the file has no column headers and the emails are in the first column. |