> ## Documentation Index
> Fetch the complete documentation index at: https://formbricks.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite members

> Learn how to invite new members to your organization individually or in bulk, and manage invitation workflows.

Add new members to your Formbricks organization to collaborate on surveys and manage projects together. You can invite members individually or in bulk using CSV uploads.

## Prerequisites

To invite members, you need:

* **Owner** or **Manager** role in the organization
* Valid email addresses for the people you want to invite

## Individual invitations

Use this method when inviting a few people or when you need to carefully control each invitation.

### Steps to invite individual members

<Steps>
  <Step title="Navigate to Organization Settings > Access Control">
    Go to the organization settings page and click on the "Access Control" tab.

    <img src="https://mintcdn.com/formbricks/ZCg8IT8zvYLvsj9U/images/xm-and-surveys/core-features/access-roles/access-control.webp?fit=max&auto=format&n=ZCg8IT8zvYLvsj9U&q=85&s=8172505ebc82fda24fb6b67c31ae521f" alt="Access Control Tab" width="1106" height="800" data-path="images/xm-and-surveys/core-features/access-roles/access-control.webp" />
  </Step>

  <Step title="Start the invitation process">
    Click on the `Add member` button:

    <img src="https://mintcdn.com/formbricks/FxVXbfRFRc8kmKdj/images/xm-and-surveys/core-features/access-roles/add-member.webp?fit=max&auto=format&n=FxVXbfRFRc8kmKdj&q=85&s=0cf4e351491d083131a80420e699152c" alt="Add member Button Position" width="1882" height="424" data-path="images/xm-and-surveys/core-features/access-roles/add-member.webp" />
  </Step>

  <Step title="Fill in member details">
    In the modal, add the Name, Email and Role of the organization member you want to invite:

    <img src="https://mintcdn.com/formbricks/FxVXbfRFRc8kmKdj/images/xm-and-surveys/core-features/access-roles/individual-invite.webp?fit=max&auto=format&n=FxVXbfRFRc8kmKdj&q=85&s=463b6a8c306e0dbd5a363769cf50b1e9" alt="Individual Invite Modal Tab" width="1840" height="1172" data-path="images/xm-and-surveys/core-features/access-roles/individual-invite.webp" />
  </Step>

  <Step title="Send the invitation">
    Click the invite button to send the invitation email.
  </Step>
</Steps>

### What happens next

1. Formbricks sends an email to the organization member with an invitation link
2. The organization member can accept the invitation or create a new account by clicking on the link
3. Once accepted, they'll have access based on the role you assigned

## Bulk invitations

Use bulk invitations when you need to invite many people at once, such as when onboarding an entire team or department.

### Steps to invite members in bulk

<Steps>
  <Step title="Navigate to Organization Settings">
    Go to the organization settings page and click on the "Access Control" tab.
  </Step>

  <Step title="Start the bulk invitation process">
    Click on the `Add member` button:

    <img src="https://mintcdn.com/formbricks/FxVXbfRFRc8kmKdj/images/xm-and-surveys/core-features/access-roles/add-member.webp?fit=max&auto=format&n=FxVXbfRFRc8kmKdj&q=85&s=0cf4e351491d083131a80420e699152c" alt="Add member Button Position" width="1882" height="424" data-path="images/xm-and-surveys/core-features/access-roles/add-member.webp" />
  </Step>

  <Step title="Switch to bulk invite">
    In the modal, switch to `Bulk Invite`. You can download an example .CSV file to fill in the Name, Email and Role of the organization members you want to invite:

    <img src="https://mintcdn.com/formbricks/FxVXbfRFRc8kmKdj/images/xm-and-surveys/core-features/access-roles/bulk-invite.webp?fit=max&auto=format&n=FxVXbfRFRc8kmKdj&q=85&s=a818c907297ca32d3d7115ba4cf9b22c" alt="Individual Invite Modal Tab" width="1906" height="1094" data-path="images/xm-and-surveys/core-features/access-roles/bulk-invite.webp" />
  </Step>

  <Step title="Prepare your CSV file">
    The CSV file should include three columns:

    * **Name**: Full name of the person
    * **Email**: Valid email address
    * **Role**: One of the available organization roles (Owner, Manager, Billing, Member)
  </Step>

  <Step title="Upload and send invitations">
    Upload the filled .CSV file and invite the organization members in bulk ✅
  </Step>
</Steps>

### What happens next

* Formbricks sends an email to each organization member in the CSV
* Each member can accept the invitation or create a new account by clicking on the link
* All invitations are processed simultaneously

## Managing invitations

### Pending invitations

* View pending invitations in the Organization Settings > Members section
* Resend invitations if needed
* Cancel pending invitations before they're accepted

### Invitation status

Monitor the status of your invitations:

* **Pending**: Invitation sent but not yet accepted
* **Accepted**: User has joined the organization
* **Expired**: Invitation has expired and needs to be resent
