Invite members with an invite link or a CSV

Two ways bring people into Zen Daily Report: an invite link sent by chat or email, or a roster CSV for a large team at once. Both start from “Members & invites” under “Manage”.

1. Create an invite link and share it

An invite link lets a person join by simply signing in.

1. Open “Manage” and select “Members & invites”. The “Members” screen opens.
2. In “Invite members”, choose the “Team” and the “Role” — “Member (writes reports)” or “Manager (reads reports)”.
3. Select “Create invite link”. The link appears on the screen.
4. 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 valid for 7 days, and “Revoke” in the list stops it sooner.

2. 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. People who already joined or were invited are skipped.

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 — It expired, was revoked, or hit its usage limit.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 create a new one.
• The invite email did not arrive? — Check the spam folder, then give them the link from “Download the result CSV (with invite links)”.

FAQ

• One link per person? — No. Up to 50 people can use one link. After that, create a new one.
• Where does an invited person start? — They open the 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.