Invite members by email, invite link or CSV

Three ways bring people into Zen Daily Report. The default is entering email addresses to send invitations; an invite link is handy for chat groups, and a roster CSV covers a large team at once. All start from “Members” under “Manage”.

1. Invite by email

Recipients join by signing in from the button in the email. The invitation works only for the address it was sent to, so a forwarded email cannot be used by someone else.

1. Open “Manage” and select “Members”. The “Members” screen opens.
2. In “Invite members”, choose the “Team” and the “Role” — “Member (writes reports)” or “Manager (reads reports)”.
3. Enter the addresses in “Email addresses”. Separate several with line breaks or commas (up to 30 per send).
4. Select “Send invitations”. You are done when the count and a “Sent … invitations” note appear.

Tip: Before you send, the projected billed seat count appears under the field. Inviting changes nothing on the bill; a person counts once they sign in and join. Nothing is billed during the free trial.

2. Create an invite link and share it

An invite link lets anyone who has it join by signing in. Use it for a chat group on site.

1. In “Invite members”, choose the “Team” and the “Role”, then open “Invite with a link (share in chat)”.
2. Select “Create invite link”. The link appears on the screen.
3. Select “Copy link” and paste it into chat or email. You are done when “Invite link copied” appears.

Caution: The link is shown only once, right after you create it. It is a long random value, valid for 7 days, and at most 50 people can join from one link. “Revoke” in the list stops it sooner.

3. Invite a large team with a CSV

With a roster, upload a CSV and email invites only to people who have not joined. One upload takes up to 500 rows.

1. Open “Bulk invite via CSV (for large teams)” on the “Members” screen and use “Download the CSV template” to check the format.
2. Prepare a CSV of names and email addresses, choose the “Team” and the “Role”, then pick the file.
3. Select “Check the file”. You get counts to invite, already members, already invited, and errors. Nothing is sent yet.

Caution: The next step actually sends the invite emails. Check the addresses and counts first.

4. Select “Confirm and send invites”. You are done when “Download the result CSV (with invite links)” appears.

If it does not work

• Someone says the link will not open? — It expired, was revoked, or hit its usage limit. See The invite link does not work and invite again.
• The invite email did not arrive? — Check the spam folder. Otherwise select “Send invitations” again for the same address; it is resent with a fresh link.
• “This invitation is for a different email address” appears? — They signed in with another account. Select “Sign in with another account”, sign in with the address that received the email, then open the email button again.

FAQ

• When is an invited person billed? — Once they sign in and join. Inviting alone adds nobody.
• Are invite links safe? — They are long random values that expire after 7 days and can be revoked any time; you can review or deactivate anyone who joined in the member list. To invite specific people only, use email invitations.
• Where does an invited person start? — They open the email button or link, sign in, enter “Your name (shown on reports)”, select “Join”, and start writing.
• Can I change the team or role later? — Yes. Follow Set roles and teams.

Read next

• Set roles and teams — roles and teams for new members.
• Add and edit template fields — fit the report fields to your company.