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How to Invite Team Members in Rise V2

This guide explains how to add new employees, contractors, or admins to your team. You can invite members individually or in bulk. Note: Invitations are managed at the Team Level. Please ensure you have selected the correct team before sending invites.

Updated this week

Step 1: Access the Invite Tool

  1. Switch to Team View: Ensure you are on the dashboard of the specific Team (e.g., "Contractor Team") where you want to add the user.

  2. Click Invite Members: Locate and click the "Invite Members" button, located at the top right corner of the dashboard header.

Step 2: Choose Your Invitation Method

Once the invitation window opens, you will see three options on the left sidebar. Choose the one that best fits your workflow:

Option A: Direct Invite (Standard)

Best for: Quick invitations where the user fills in their own details.

  1. Select Role: Click the dropdown to assign the correct permission level (e.g., Team Admin, Contractor, Employee, etc.)

  2. Enter Emails: Type or paste the email addresses of the people you want to invite

  3. Anonymous Option: If you are inviting a contractor and want to protect their privacy, toggle Invite anonymously on.

  • What this does: It hides the contractor's personal details from the rest of the team and displays an alias instead.

4. Send: Click Send Invites.

Option B: Warm Invite (Pre-filled)

Best for: When you want to control the profile data.

Select Warm Invite if you wish to fill in the user's information (Name, Address, DOB) before sending the email.

  • Advantage: The onboarding process is faster for the user.

  • Restriction: The user will review the information you entered, but may have limited ability to change it during onboarding.

Option C: Batch Warm Invite (Bulk Upload)

Best for: Onboarding large teams or migrating data from another platform.

This option allows you to pre-fill information for many users at once using a spreadsheet.

  1. Download Template: Click Download CSV to get the correct spreadsheet format.

  2. Fill Data: Enter the required details (Email, First Name, Last Name, Address, etc.) for your team members.

    • Note: Users with pre-filled information won't be able to update these specific details during their onboarding.

  3. Upload: Drag and drop your completed CSV file into the upload box.

  4. Send: Click Send Batch Warm Invite to process the list.

Note: The “Send Batch Warm Invite” button will only be clickable after uploading the CSV.

Don’t hesitate to contact us if you have any questions at hello@riseworks.io

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