Inviting members manually

Updated on
March 13, 2021

Whether or not you are connected to an identity provider, you always have the option to invite members manually to your Assembly account.  

NOTE: While this article is for manually inviting members to your Assembly, you can still connect to any of the identity providers (Slack, G Suite, Office 365, or ADP) to manage your members as well. For help configuring any of these integrations, please see our help articles to: 

Connect my Assembly to Slack (identity provider)

Connect my Assembly to G Suite

Connect my Assembly to Office 365

Connect my Assembly to ADP (coming soon)

Who can use this feature?

Only Admins can manually invite and manage members of your Assembly. 

What to expect

  • You can manually invite members to your Assembly at any time
  • Both free and paid accounts can manually invite members

Manually invite members

Single invite
  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Click Users in the left sidebar.
  3. Click Invite.
  4. Click the single person icon with a + next to it.
  5. Enter all required information and whichever optional information you would like to include. 
  6. Click Confirm.
  7. Manually-invited members will appear in the Pending section of the Users > Invites page.
  8. You can edit any of the member’s information at any time (except for their email*) by selecting the pending member and clicking the edit icon.
  9. You can also delete a pending member or remind them to accept their invitation at any time.

*For security purposes, you cannot change the member’s email once they have been invited; you must contact Assembly support.

Bulk invite
  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Click Users in the left sidebar.
  3. Click Invite.
  4. Click the multi person icon with a + next to it.
  5. You can individually enter emails into the box or import a csv or xls with the emails you want to invite (please ensure the document does not have any headers, only emails in the first column).
  6. Select the allowance you would like these members to have. You can give the default amount or click Edit for invites to enter a different amount.
  7. Click Send.
  8. Manually-invited members will appear in the Pending section of the Users > Invites page.
  9. You can edit any of the member’s information at any time (except for their email address*) by selecting the pending member and clicking the edit icon.
  10. You can also delete a pending member or remind them to accept their invitation at any time.

*For security purposes, you cannot change the member’s email once they have been invited; you must delete the invitation and resend to the proper email or contact Assembly support to change the email.  

Invite with link

You can invite members to your Assembly without any email or identity provider using an invite link. This link is unique to your Assembly account; anyone with the link can create an account. In order to invite with a link, you must ensure this feature is turned on in your Core Settings

To turn this feature on:

  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Under Workspace, click Core Settings.
  3. Turn on the switch to allow anyone from a whitelisted domain with the invite URL to join this Assembly on their own (this means only members with approved email domains can create an account using the link).
  4. Copy the link and send it to anyone you would like to invite to your Assembly (provided their domain is whitelisted here).

Another way to copy the link:

  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Click Users in the left sidebar.
  3. Click Invite.
  4. Click the link looking icon. This will copy the unique link to your clipboard.
  5. Send it to anyone you would like to invite to your Assembly (provided their domain is whitelisted here)