This guide explains how to invite new members to your team and the process for invited members to join.
By inviting members to your team, scheduling with multiple people becomes significantly smoother, and leveraging Jicoo as a team becomes even more convenient through collaborative editing of booking pages, schedule sharing, and more.
Before Inviting a Member
Before you invite a member, please confirm the following points.
Your Permissions to Invite
Only users with Owner or Admin permissions can invite members. If you are unsure of your permissions, please check with your team's owner.The Email Address of the Member
to be Invited You will need the email address the member will use to invite them.
Steps to Invite a Member
1. Access the Member Management Screen
Log in and navigate to Member Management.
2. Click the "Invite" Button
3. Enter the Email Address of the Member to Invite
💡 Inviting multiple members at once
After entering an email address, press Enter to input multiple email addresses and invite them all at the same time.
💡 Inviting a large number of members in bulk
If you need to invite many members, the CSV file import feature is also useful.
For details: Importing Team Members from a CSV File
4. Set Permissions at the Time of Invitation
After entering the email address, you can select the permissions for the member you are inviting, if necessary.
Permissions Overview
Owner:
Can perform all operations and change all settings related to the team.Admin:
Can use some management functions like member management and team settings.Standard User:
Can create and manage their own booking pages and coordinate schedules with team members.Restricted User:
Access to other team members' information is limited, primarily for individual use.
For details:
5. Send the Invitation
After setting the email address and permissions, click the "Send" button. An email with the subject line "Confirm your email address for Jicoo" will be sent to the address you entered.
For the steps the invited member needs to take, please refer here 👀
Checking and Managing Invitation Status
You can check the status of invited members on the team management screen. Once an invited member has completed their account creation, they will be displayed on the Team Management.
💡 If an invitation is not accepted
If the status shows "Invitation email sent" but it hasn't been accepted after a certain period, try resending the invitation email using the "Resend" button, or check with the member directly.
💡 Canceling an invitation
If you sent an invitation by mistake, you can cancel it.
When the status is "Invitation email sent," you can cancel the invitation by clicking the three-dot button next to the invited member's email address and selecting "Delete."
Frequently Asked Questions
Q. The invitation email is not reaching the member.
A. Please ask the member to check their spam folder. Also, double-check that the email address you entered is correct, and if necessary, send the invitation again.
Q. I invited a member, but they don't appear in the team list.
A. Please confirm that the invited member has completed their account creation through the link in the invitation email. They will appear in the list once their account creation is complete. If this does not resolve the issue, please contact Jicoo support.