---
title: "Invite members"
description: "Learn how to invite new members to your organization individually or in bulk, and manage invitation workflows."
icon: "user-plus"
---

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.
    ![Access Control Tab](/images/xm-and-surveys/core-features/access-roles/access-control.webp)
  </Step>
  
  <Step title="Start the invitation process">
    Click on the `Add member` button:

    ![Add member Button Position](/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:

    ![Individual Invite Modal Tab](/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:

    ![Add member Button Position](/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:

    ![Individual Invite Modal Tab](/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
