5. Working with a team

Invite and Join a Team

How to invite and join

Note
Only 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. Invitation emails expire in 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.

Example UITeam Settings - Member List

Team MembersAdd User

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.

Add Member to Sales Team

Invite by EmailBulk Invite by CSV

This will send an invitation email to the entered addresses. Invitation emails expire in 24 hours.

Email address (separate multiple with spaces; maximum 100)

user1@example.com user2@example.com

Team role

Choose the team role assigned to invited users
Team role	Transcribe	View team files	Edit team files	Manage members
Admin role	Allowed	All	Allowed	Allowed
Editor roleSelected	Allowed	All	Allowed	Not allowed
Submitter role	Allowed	Files they created only	Not allowed	Not allowed
Viewer role	Not allowed	All	Not allowed	Not allowed

Compare team roles

CancelSend Invitation Email

3. Send the invitation email

Review the details and click Send Invitation Email. Once complete, invitation emails will be sent to the entered addresses.

Example UIAfter Sending

Sent invitation emails (2).

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
email	The email address to invite
role	One of Admin role, Editor role, Submitter role, or Viewer role

Add Member to Sales Team

Invite by EmailBulk Invite by CSV

STEP 1 Download the invitation CSV

Download CSV

STEP 2 Enter email addresses and team roles

STEP 3 Upload the edited CSV file below

CSV File

Select CSV File

STEP 4 Send bulk invitations

CancelSend Bulk Invitations

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.

Example UIAccept Invitation Screen - Not Logged In

You need a mocoVoice account to accept this invitation

You can only accept this invitation with the mocoVoice account that matches the email address that received the invitation.

If you have an account

If you are creating an account

Invitation Code: XXXXX

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.

Example UIAccept Invitation Screen - Joined

You have joined the “Sales Team”.
Confirmed

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.