Invite organization members
Organization administrators can invite members to an organization by specifying one or more email addresses and the organization role to grant. You can also invite multiple members at once using a CSV file. This is different from inviting to a team.
NoteOnly accounts with the Organization Administrator role can invite organization members. Administrators of a parent organization can also invite members to child organizations displayed on the management screen.
Where invited users join
Invited users are added to the specified organization with the role you chose during the invitation: Organization Administrator, Organization User, or Organization Viewer.
- They are not added to parent organizations, child organizations, or other organizations.
- They are not automatically added to teams within the organization.
- If you want to share a team’s transcription history or dictionary, add them to that team separately.
Send an invitation email (for administrators)
1. Open the target organization
Open Organization Management to view the user list for the organization where you want to add members. If you are inviting them to a child organization, select that child organization first.
2. Invite by email
Click Add User to Organization, and the target organization’s name will appear in the title. On the Invite by Email tab, enter the email addresses. Separate them with Enter, a space, or a comma to add each address as a chip. All entered users will be granted the same organization role.
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. Bulk invite using a CSV file
On the Bulk Invite with CSV tab, you can download a template and upload a CSV file containing email addresses and organization roles. You can specify a different role for each row. The CSV file can contain up to 100 entries.
Email Address,Organization Role
admin@example.com,Organization Administrator
member@example.com,Organization User
viewer@example.com,Organization Viewer4. Send the invitation
Click Send Invite to N Users. Once sent, an approval link will be delivered to the specified email addresses. If some invitations fail to send, the failed email addresses will remain on the screen so you can easily resend them.
If you invite the same email address to the same organization again, any previous unapproved links will become invalid. Use the most recent invitation email.
Join the organization (for invited users)
1. Open the approval screen from the email
Click Approve Invitation in the email. If you are not logged in to mocoVoice, choose Log In or Sign Up from the approval screen.
ImportantApprove the invitation using the mocoVoice account that matches the email address that received the invitation. Personal user accounts cannot join organizations.
2. Confirm your membership
Once the invitation is approved after logging in or signing up, the name of the organization you joined will be displayed.
If you cannot approve the invitation
Check the following:
- Is the invitation still within the selected validity period (24 hours, 3 days, or 7 days)?
- Are you opening the link from the most recent invitation email?
- Are you logged in with a mocoVoice account that matches the invited email address?
- Are you using a corporate user account?
- Have you already joined the target organization?
If the issue continues, ask your organization administrator to invite you again.
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.