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How to Invite Users in EOS One

Invite team members to your EOS One organization so they can access your company's data, meetings, and tools.

Invite a User

  • Click your profile picture or initials in the upper-right corner of EOS One.

  • Select Settings.

  • Under Company, click People.

  • Click Invite User.

  • Enter the user's

    • First Name

    • Last Name

    • Email Address

  • Select the appropriate role:

    • Admin

    • Manager

    • Member

    • Free Observer

  • Click Send Invite.

The user will receive an email invitation to join your organization.

Invite Multiple Users

To invite multiple users at once:

  1. Click Add another in the Invite Users window.

  2. Enter the additional user's information and role.

  3. Repeat as needed.

  4. Click Send Invites when you are finished.

When inviting a user, choose the role that best matches their responsibilities within your organization.

Available roles include:

  • Admin

  • Manager

  • Member

  • Free Observer

Role permissions determine what users can view and manage within EOS One.

Billing Information

Admins, Managers, and Members are billed at $10 per user per month.

Free Observers do not incur an additional charge.

When inviting new paid users to an organization with an active subscription, a prorated charge is applied based on the time remaining in the current billing cycle. Charges are typically processed within an hour of adding the user.

For example, adding a user halfway through the month would result in an approximately $5 charge at the time they are added. Future invoices will reflect the full monthly rate of $10 per paid user.

To view your organization's subscription details, navigate to Settings > Billing.

Q&A

Where do I invite users?

Navigate to Settings > People and click Invite User.

Can I invite more than one user at a time?

Yes. Click Add another within the Invite Users window to add multiple users before sending invitations.

Which roles are billed?

Admins, Managers, and Members are billed at $10 per user per month. Free Observers are free.

Where can I view billing information?

Navigate to Settings > Billing to review your organization's subscription and billing details.

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