Invite and Join a Team
How to invite and join
NoteOnly accounts with the Admin team role can invite members to a team.
To join a team, a person with the Admin role must send an invitation email, and the participant must accept it by clicking Accept Invitation in the email. Choose an invitation code validity period of 24 hours, 3 days, or 7 days when sending. The default is 24 hours.
- Send an invitation email
A person with the Admin role opens Team Settings, clicks Add User, enters the email addresses, and sends the invitations. - Accept the invitation
The participant opens the invitation email and clicks Accept Invitation to proceed to mocoVoice.
Instructions
1. Open Add User from Team Settings
Open Team Settings and click Add User in the member list. The add member screen will appear, where you can choose between email invitation and bulk CSV invitation.
2. Choose to invite by email
The Invite by Email tab is selected by default. You can invite up to 100 email addresses at a time. Everyone entered in this tab receives the same team role.
Enter the email addresses, then choose one of the four roles: Admin role, Editor role, Submitter role, or Viewer role. Choose Editor for people who transcribe and edit files, and Viewer for people who only need to view files.
For email invitations, enter addresses in STEP 1, choose a role in STEP 2, and choose the invitation code validity period in STEP 3. For CSV invitations, download the template, edit it, upload it, and review the invitees, then choose the validity period in STEP 5. The selected period applies to everyone in that batch.
3. Send the invitation email
Review the details and click Send Invitation Email. Once complete, invitation emails will be sent to the entered addresses.
4. Bulk inviting by CSV
To invite multiple people at once, select Bulk Invite by CSV. You can invite up to 100 people at a time and assign a different team role on each row.
Use the following column names in the first row of the CSV.
| Column name | Enter |
|---|---|
| The email address to invite | |
| role | One of Admin role, Editor role, Submitter role, or Viewer role |
5. Open the acceptance screen from the invitation email
Participants who receive the invitation email must click Accept Invitation in the email. If they are not logged into mocoVoice, they must choose Log In or Sign Up on the acceptance screen. You can only accept this invitation with the mocoVoice account that matches the email address that received the invitation.
6. Confirm you have joined
Once the invitation is accepted after logging in or signing up, you will see an Accepting invitation… message, followed by a completion screen. Click Confirmed to return to the mocoVoice screen.
Notes
-
Joining with an invitation code
Instead of clicking Accept Invitation, you can also join a team by selecting Join with Invitation Code. For details, see Join with an Invitation Code. -
If acceptance fails
Check that the invitation has not expired and that you are logged in with the mocoVoice account that matches the email address that received the invitation.
View and cancel pending invitations
Administrators can see Pending invitation rows in the existing user list, including each email address, role, and expiration date. To cancel an invitation, open the row’s ⋮ menu, choose Cancel invitation, and confirm. The canceled link can no longer be used. Cancel invitations one at a time when managing several invitees.
If sending fails, a toast notification shows the recipient and reason. For both email and CSV invitations, only failed recipients remain in the invitation dialog for retry. If someone has already joined, the notification explains this.