Inviting Users

Bring your team into Scorecard.biz to collaborate on metrics.

Inviting New Users

Go to Settings → Team

Click Invite Users

Enter email addresses (one per line or comma-separated)

Select default role

Click Send Invitations

Invitation Process

User receives email invitation

Clicks link to accept

Signs in with Google or Microsoft

Joins your organization

Invitation Status

• Pending: Sent but not accepted
• Accepted: User has joined
• Expired: Link expired (7 days)

Resend expired invitations from the team settings.

Bulk Invitations

For many users:

Click Bulk Invite

Upload CSV with emails and roles

Preview and send

Domain Auto-Join

Allow anyone with your email domain to join:

Go to Settings → Security

Enable Domain Auto-Join

Enter your domain (e.g., company.com)

New users with matching email join automatically

Tips

• Start with a small pilot group
• Provide context in invitation message
• Follow up with onboarding guidance
• Assign roles appropriately from the start