---
title: "Invite people"
description: "Add participants and teammates by email or link, and give them program access in the same step."
---

> eSSESSMENT docs. Web page: https://presagetech.com/docs/essessment/invite
> Index of all pages: https://presagetech.com/docs/essessment/llms.txt

# Invite people

<div class="note">

People join your organization first. You can't add someone to a program until they're a member of your organization, so pick their programs when you invite them.

</div>

## Guide

<ol class="guide">
<li>

#### Open Members

In the Console sidebar, click **Members**, then **Add Member**. The **Invite Members** dialog opens.

<figure class="shot">

![Members page](https://presagetech.com/docs/essessment/assets/members-v3.jpg)

<figcaption>Members › Add Member</figcaption>
</figure>

</li>
<li>

#### Choose how to invite

**Email Invite** sends an email for you. **Copy Link** generates a link you can share yourself, and also sends the invitee an invitation email.

<figure class="shot narrow">

![Copy Link](https://presagetech.com/docs/essessment/assets/invite-link-v3.jpg)

<figcaption>Copy Link</figcaption>
</figure>

</li>
<li>

#### Enter the email address

Use the address the person will sign in with.

</li>
<li>

#### Pick programs

Under **Program access (optional)**, check each program they should join and pick their program role, usually **Participant**. Organization roles alone don't grant access to program sessions.

<figure class="shot narrow">

![Program access and role](https://presagetech.com/docs/essessment/assets/invite-email-v3.jpg)

<figcaption>Program access and Role</figcaption>
</figure>

</li>
<li>

#### Pick a role

Most participants are **Member**. See [Roles and permissions](https://presagetech.com/docs/essessment/roles).

</li>
<li>

#### Send

Click **Send Invitation** or **Generate Link**.

</li>
</ol>

## Bulk invite

Click **Bulk Invite** on the Members page to invite many people at once. Bulk invites only add people to the organization. They don't pick programs, so tell invitees what to do next:

1. Join the organization from the invitation.
1. In Coherence, open **Programs › Find** and tap **Add to Library** on an available program.

A private program only shows in **Find** once an admin gives the person access. See [Programs](https://presagetech.com/docs/essessment/programs).

## Track invitations

On the Members page, the **Invited** filter lists invitations that haven't been accepted yet. Use the row menu (…) to manage one.

## What the invitee sees

<ol class="guide">
<li>

#### The email

Subject: "You're invited to join *organization* on Presage". It has a **View invitation** button and App Store and Google Play links. Invitations expire on the date shown in the email.

</li>
<li>

#### Open in Coherence

On a phone, they tap **Get Coherence** or **Open in Coherence**. On a computer, they click **Sign in to accept**.

</li>
<li>

#### Sign in

They create an account or sign in with the invited email, using a password, Apple or Google.

</li>
<li>

#### Join

In Coherence they tap **Join**. Joining also adds the invited programs to their Library.

</li>
</ol>

If they sign in with a different email, they see "This invitation belongs to a different account" and can sign out and use the invited account.