Invite and Manage Members

Invite teammates one by one or from a CSV, manage pending invites, and deactivate or reactivate members.

You add people to your workspace and manage their access from Members. Each member has a role, a team and a seat type. To learn what each one controls, see Teams, Roles & Seats.

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Open Members

1. In Attention, click your name at the bottom of the sidebar, then Settings.
2. Under Member Management, click Members.

The page has two sections: Pending invites, with the invitations that haven’t been accepted yet, and Organization members, with everyone already in your workspace.

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Invite teammates

1. In Pending invites, click Invite a teammate. The Invite teammates to Attention dialog opens on the Manual tab.
2. For each person, fill in:
   • Email
   • Role
   • Team
   • Seat type: Listener or Recording
3. To invite more people at once, click Add team member to add a row. To remove a row, click the − button next to its email.
4. Click Send invites.

Attention emails each person an invitation, and they appear in Pending invites until they accept it.

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Import invites from a CSV

Use a CSV file to invite up to 100 people at a time.

1. Click Invite a teammate, then open the Import CSV tab.
2. Click Download CSV template. The template has four columns: email, role, team and seat_type.
3. Fill in one row per person:
   • email, role and team are required. Use the role and team names exactly as they appear in your workspace.
   • seat_type is listener or recording. If you leave it empty, the person gets a Listener seat.
4. Save the file as a UTF-8 CSV (up to 2 MB), then click Choose a CSV file and select it.
5. Review the preview. Valid rows show Valid; rows with a problem, such as an unknown team, say what to fix.
6. Click Send invites. The button shows how many valid rows will be sent; rows with a problem are skipped.

When the import finishes, the dialog shows how many invites were sent and how many failed. Click Download results to get a CSV with the status of each row, or Resubmit valid rows to send the valid rows again.

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Manage pending invites

Each row in Pending invites shows the email, role, team, seat type and the date the invitation was sent. On the right of each row:

• Resend invitation (the send icon): sends a new invitation email. The link in the previous email stops working. Confirm with Resend invitation.
• Delete invitation (the trash icon): cancels the invitation. Confirm with Delete invitation.

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Change a member’s role, team or seat

In Organization members, change a member’s role, team or seat type directly in their row. See Teams, Roles & Seats for what each option means.

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Deactivate a member

1. In Organization members, on the Active tab, hover over the member’s row and click the ⋮ menu at the end of it.
2. Click Deactivate.
3. Click Deactivate member to confirm.

The member can no longer sign in to Attention. You can’t deactivate your own account; the ⋮ menu doesn’t appear on your row. The calls and snippets they created stay in your workspace. They move to the Deactivated tab.

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Reactivate a member

1. In Organization members, open the Deactivated tab. Deactivated members show a Deactivated badge.
2. Hover over the member’s row, click the ⋮ menu, then click Reactivate user.
3. Click Reactivate member to confirm.

The member moves back to the Active tab. To sign in again, they need to reset their password.

Need help? Contact [e-mail].