Organizations can add additional users once the organization has been upgraded from the Individual - Free plan. Your account must have Owner or Administrator permissions to invite new users.
Your organization will not be billed for an additional user until that user accepts their invitation. The organization will be charged per additional user/month for users above the amount included on your plan level. See our Pricing for details.
To add a new user:
- Click your organization’s name in the top left corner and then click Settings.
- Click Users in the left-hand navigation or scroll to the Users section.
- Click the Invite User button.
- Enter the email address for the user you wish to add, and then select a permission level for the user. See a comparison of user permission levels.
- Click the Invite button. The invited user will receive an email asking them to join the organization. Until the user accepts the invitation, they will not be able to access the organization, and the date they were invited will display next to their email in the list of users. Clicking their email will open their profile page, where you have the option to view their invitation date (UTC), resend their invitation, copy the direct invitation link, and change their global permission.
How to accept an invitation
To accept an invitation from a Cognito Forms organization:
- Find the email invitation in your inbox (subject: ‘Join Organization Name in Cognito Forms’) and click the link in the message to join.
- Log in to your existing Cognito Forms account or sign up for a new account. If logging in using an email address and password, select the Join button after entering your credentials.
- Once logged in, you are an official member of the organization. You can now select the organization name in the top left corner to view the organization settings, or toggle between all the different organizations of which you are a member.
Organizations can add additional users once the organization has been upgraded from the Individual - Free plan. Your account must have Owner or Administrator permissions to invite new users.
Your organization will not be billed for an additional user until that user accepts their invitation. The organization will be charged per additional user/month for users above the amount included on your plan level. See our Pricing for details.
To add a new user:
- Click the + New button in the bottom left corner of the sidebar and select User. You can also find your organization’s name in the top left corner of the sidebar and select Settings > Users & Authentication > + Invite Users.
- Enter the emails for the users you wish to add and then select a user permission level.
- Click the Invite button. The invited users will receive an email asking them to join the organization. Until they accept the invitation, they will not be able to access the organization.
You can find all pending users in the Pending Invites section of the Users & Authentication page within your organization’s settings. Click on a user’s email to see their invitation date (UTC), resend the invite, copy the direct invitation link, or modify their permissions.
How to accept an invitation
To accept an invitation from a Cognito Forms organization:
- Find the email invitation in your inbox (subject: ‘John Smith invited you to join Your Organization in Cognito Forms’) and click the Join Now button.
- Log in to your existing Cognito Forms account or sign up for a new account. If logging in using an email address and password, click Continue with Email to receive an email with a verification code.
- Once logged in, you are an official member of the organization. You can now select the organization name in the top left corner of the sidebar to view the organization settings, or select your profile image in the top right corner to toggle between all the different organizations of which you are a member.