Inviting Members
This article will outline three methods for inviting members to join the Jodoo team, along with instructions on how members can accept these invitations.
What is Inviting Members?
You can add members to your company/team in Contacts. Invite members to collaborate on editing forms for your company/team.
How can Admins Invite Members?
Method 1 Adding Members One by One
Enter information on the member you wish to add and click Invite. The link will be sent to the member by email.
Note：
1. In your team, member ID (No.) must be unique. Only letters, numbers, and underscores are allowed, with a maximum length of 50 characters.
2. The member ID (No.) serves as a unique identifier for each member and cannot be modified once it has been manually set.
3. You can enter the email or phone number, both of them are available in Jodoo.
Method 2 Importing Members in Batches
To import members in batches, download the Contacts List Template in advance, fill in the necessary information (such as name and email address) according to the template, and then import members to your Contacts.
When you import the members into Contacts, verification messages will be sent to them according to the email addresses you filled in.
Note:
1. To ensure consistent and accurate data, it is essential to download the Contacts List Template in advance. This template provides specific guidelines for the format, which must be strictly adhered. By following the template's format, you can ensure that the imported data is accurately recorded and easily accessible.
2. You can only import up to 200 members each time. Members already in the contacts or with incorrect information will not be imported.
3. You only need to make changes to the sample data. If you need to enter more data, fill in it in the next rows. There is no need to alter the template format, such as deleting the description above.
Method 3 Inviting Members by Public Link
1. Send the link or QR code to the members you wish to add. They can click the link or scan the code to join your team.
Note:
If you choose a department and click the Invite button to invite members, they will be added to the department directly after accepting the invitations.
2. When inviting members using public links, you can set an expiration date. The options include 1 day, 3 days, 7 days, 30 days, 365 days, or Never Expire. If the links expire, the invited members cannot join your team using those links.
Note:
1. If you modify the expiration date for a valid invite link, the expiration period will be recalculated starting from the date of modification.
How can Members Accept the Invitation
Whether you add members one by one or import members in batches, the methods for them to accept your invitation are the same. Therefore, this section will show you how members with/without a Jodoo account accept the invitation.
Member Without an Account
If the invited members do not have Jodoo accounts, they can accept the invitation by following the steps below.
1. Invite members via email.
Here are the steps for the members you manually add or import in batches via email invitations:
a. Click the invite link contained in the email, and jump to the registration page.
b. On the registration page, enter the nickname and password. The email is entered by default.
c. On the pop-up page, click Accept invitation to create a member account and join the team.
d. After clicking Accept invitation, they will join your team as new members, and no new team will be created.
2. Invite members by public links.
Here are the steps for the members you invite via public links:
a. Click the public link, and they will be redirected to the registration page in a browser.
b. If they wish to create accounts using emails, click Click here to switch to the email registration page. The same procedures apply whether they are using a computer or a mobile phone.
c. After registering the account, they will go to the invitation page, and they can join the team by clicking Accept invitation.
d. After clicking Accept invitation, you will join the enterprise as a new member by default, and no new enterprise will be created.
Member with an Account
If the invited members have Jodoo accounts, they can accept the invitation by following the steps below.
1. Invite members via email.
Here are the steps for the members you manually add or import in batches via email invitations:
a. Click the invite link contained in the email, and jump to the login page.
b. On the login page, they only need to enter the password because the email is entered by default.
c. Click Accept invitation to join the team.
2. Invite members by public links.
When you invite a member through a link or QR code, if the member has already registered an account, the member needs to log into the account first. After logging in, enter the invitation link on the page to join the team.
When to Invite Members?
You can invite members to your company/team when you need to collaborate with them on business.
FAQ(s)
1. Users of free and trial versions need to authenticate their identity before using the Inviting Members feature. For details, see Identity Authentication.
2. Daily email invitation limits by version:
- Free and Trial Versions: The daily email invitation limit per team/company is 30 invitations.
- Paid Version: The daily email invitation limit per team/company is 40,000 invitations.
3. If the daily invitation limit is reached, or the number of members invited via batch import exceeds the remaining invitations for the day, all members will be successfully imported, but they will not receive email invitations.
- If only 5 email invitations are left for the day, and 200 members are invited via batch import, all 200 members will be imported and counted in Contacts, but none of them will receive email invitations.
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