Invite and Manage Members

You add people to your workspace and manage their access from Members. Each member has a role, a team and a seat type. To learn what each one controls, see Teams, Roles & Seats.

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Open Members

1. In Attention, click your name at the bottom of the sidebar, then Settings.
2. Under Member Management, click Members.

The page has two sections: Pending invites, with the invitations that haven’t been accepted yet, and Organization members, with everyone already in your workspace.

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Invite teammates

1. In Pending invites, click Invite a teammate. The Invite teammates to Attention dialog opens on the Manual tab.
2. For each person, fill in:
   • Email
   • Role
   • Team
   • Seat type: Listener or Recording
3. To invite more people at once, click Add team member to add a row. To remove a row, click the − button next to its email.
4. Click Send invites.

Attention emails each person an invitation, and they appear in Pending invites until they accept it.

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Import invites from a CSV

Use a CSV file to invite up to 100 people at a time.

1. Click Invite a teammate, then open the Import CSV tab.
2. Click Download CSV template. The template has four columns: email, role, team and seat_type.
3. Fill in one row per person:
   • email, role and team are required. Use the role and team names exactly as they appear in your workspace.
   • seat_type is listener or recording. If you leave it empty, the person gets a Listener seat.
4. Save the file as a UTF-8 CSV (up to 2 MB), then click Choose a CSV file and select it.
5. Review the preview. Valid rows show Valid; rows with a problem, such as an unknown team, say what to fix.
6. Click Send invites. The button shows how many valid rows will be sent; rows with a problem are skipped.

When the import finishes, the dialog shows how many invites were sent and how many failed. Click Download results to get a CSV with the status of each row, or Resubmit valid rows to send the valid rows again.

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Manage pending invites

Each row in Pending invites shows the email, role, team, seat type and the date the invitation was sent. On the right of each row:

• Resend invitation (the send icon): sends a new invitation email. The link in the previous email stops working. Confirm with Resend invitation.
• Delete invitation (the trash icon): cancels the invitation. Confirm with Delete invitation.

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Change a member’s role, team or seat

In Organization members, change a member’s role, team or seat type directly in their row. See Teams, Roles & Seats for what each option means.

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Deactivate a member

1. In Organization members, on the Active tab, hover over the member’s row and click the ⋮ menu at the end of it.
2. Click Deactivate.
3. Click Deactivate member to confirm.

The member can no longer sign in to Attention. You can’t deactivate your own account; the ⋮ menu doesn’t appear on your row. The calls and snippets they created stay in your workspace. They move to the Deactivated tab.

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Reactivate a member

1. In Organization members, open the Deactivated tab. Deactivated members show a Deactivated badge.
2. Hover over the member’s row, click the ⋮ menu, then click Reactivate user.
3. Click Reactivate member to confirm.

The member moves back to the Active tab. To sign in again, they need to reset their password.