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Inviting new team members

Learn how to invite your employees, dealers, or franchisees to the team.

Stefan Kapteijns avatar
Written by Stefan Kapteijns
Updated over a week ago

To fully benefit from the Apostle platform, you’ll need to invite your team members, dealers, or franchisees to join your team. Follow the steps below to invite users individually or in bulk.

💡 Tip: Want team members to sign up themselves? Use the signup landing page. You can share this page via email, intranet, or onboarding documents. Learn how to set up the signup landing page.


Inviting a single user

  1. Go to the Members section in the left sidebar

  2. Click on Add membership

  3. Enter the team member’s email address

  4. Select their role:

    • Social Master (admin)

    • Ambassador (regular user)

  5. (Optional) Select the group they belong to

    • If no groups exist yet, click Add group to create one

    • Give the group a name, assign ambassadors, and click Save

  6. Click Invite users

  7. Select your invite email template


Inviting multiple users at once

Want to add several users in one go? Click Add multiple users at once. You’ll have two options:

Option 1: Copy and paste emails

  1. Choose a role and group for the members you’re inviting

    • Note: You can only select one role and one group per batch

  2. Paste all email addresses into the field

  3. Click Invite users. Each user will receive an invitation email

Note: The default invitation template will be used for bulk invitations.
Want to personalize this message? Read how to change your invite email template

Option 2: Use an Excel file

  1. Upload an Excel file that includes email addresses, names, groups, topics and any parameters (e.g. department, age, country)

  2. Click Import. Each team member will receive the invite in their email inbox

⚠️ Important: You can only add parameters that already exist in your Team Settings. To ensure your upload works correctly, use the provided Excel template. If you follow the template, nothing can go wrong.

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