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 (Owners and Admins only)
Member
Free Observer
Click Send Invite.
The user will receive an email invitation to join your organization. If your organization requires approval for Member invites, an invite sent by a Member waits in Pending Invitations until an Owner or Admin approves it.
Invite Multiple Users
To invite multiple users at once:
Click Add another in the Invite Users window.
Enter the additional user's information and role.
Repeat as needed.
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
Member
Free Observer
Owners and Admins can invite at any of these roles, including Admin. Members can invite at the Member or Free Observer level only.
Role permissions determine what users can view and manage within EOS One.
Billing Information
Admins 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. An invite that's waiting for approval isn't billed until an Owner or Admin approves it.
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 > Company > Billing.
Q&A
Who can invite users?
Owners and Admins can invite users at any role level, including Admin. Members can also invite new users, but only at the Member or Free Observer level. This option is always available under Settings > Company > People. Members can also invite a new user directly from a meeting with Invite New Attendee (at the bottom of the Select Attendee to Add dropdown in the Attendees field), but only at the Member level, since Free Observers cannot be added as meeting attendees. Depending on the organization's approval setting, a Member's invite either sends immediately or goes to Pending Invitations for an Owner or Admin to approve.
Do invites from Members need approval?
Only if your organization turns it on. Owners and Admins can find the setting in Settings > Company > People, in the Pending Invitations section: "Require admin/owner approval for member invites." It's off by default, and only Owners and Admins can see it. When it's on, invites sent by Members wait in Pending Invitations until an Owner or Admin approves them. Invites sent by Owners and Admins always go out right away.
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 and Members are billed at $10 per user per month. Free Observers are free.
Where can I view billing information?
Navigate to Settings > Company > Billing to review your organization's subscription and billing details.
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