Invite customers

How to get there: Click Users in the sidebar → click the Invite button.

There are three ways to bring customers into your portal so they can vote, comment, and stay in the loop.

Option 1. Invite from the Users screen

The fastest way to add a handful of people at a time.

  1. Go to Users and click Invite.
  2. Paste or type email addresses. Press Enter, Tab, or , to turn each address into a chip. You can also paste a whole list (comma-, semicolon-, or newline-separated) and it splits automatically.
  3. Optionally click a chip to add a name.
  4. Pick a mode:
    • Send invite email (default). Recipients get an email with an accept-invitation link and can vote immediately.
    • Add silently (for voting on behalf). Accounts are created without any email being sent. Use this to prep accounts you plan to vote on behalf of.
  5. If sending, optionally tick Personalize invitation message. A live preview appears next to the editor so you can see exactly what the recipient sees before sending.
  6. Click Send invites (or Add silently in silent mode).

New users are automatically added to any matching Segments (saved filters based on email domain, MRR, tags, or activity). You don't need to tag imports manually.

For larger lists

Uploading more than 20 people at once? Use the bulk import wizard at Users → Import instead. It auto-maps CSV/Excel columns with AI and shows a preview before creating anyone. The invite screen has an "Upload CSV" link that jumps you straight there.

Customize the default invite email

The invite email is separate from the welcome email (which fires when someone signs up on their own via Settings → Emails).

To change the default text used in every invite email:

  1. Go to Settings → Users.
  2. Edit the Default Invitation Message field.
  3. Save.

That message becomes the body of every invite email. The standard greeting and accept-invitation button are added around it automatically, so you only need to write the middle part.

If you want to override the default for a single batch, tick Personalize invitation message on the invite screen and edit it there. That does not change the default.

Copy the portal URL from the sidebar of the invite screen (or paste {{portal_url}} in your app, help center, or newsletter). Anyone with the link can sign up on their own.

Option 3. Send the email yourself

If you'd rather use your own inbox, copy the ready-made example email from the sidebar of the invite screen and send it from your own address. This is handy when you want the invite to look like a personal note from a specific team member.

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