> ## Documentation Index
> Fetch the complete documentation index at: https://help.zarms.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite members

> Four ways to bring people in, and when to use each: invite by email, share an invite link, add someone to the directory only, or import many people from a spreadsheet. ZARMS doesn't send invitation emails, so tell people yourself.

There are four ways to bring people into your team. With all of them, **ZARMS does not send an invitation email**. After you invite someone, tell them yourself which Google account to sign in with, or send them the invite link.

| Method | Best when | Who can do this |
| - | - | - |
| Invite by email | You know the address of the person's Google account | Owners, Managers |
| Share an invite link | You want several people to join, for example through chat, without collecting addresses | Owners, Managers |
| Add to directory | The person won't sign in, but you want to pick their name as a card assignee | Everyone except Guests \* |
| Import from sheet | You want to add dozens of people at once | Everyone except Guests \* |

\* If an admin has restricted adding people to the directory, only Owners and Managers can do this. You can also invite someone by email later after you add them to the directory.

## Invite by email

**1. Open the invite screen**

Open **Member** in the left nav, then click **Invite members** in the top right. The **Invite**
tab opens.

**2. Enter email addresses**

In **Email (Google account)**, enter the address of the Google account the person uses to sign
in. Press Enter or type a comma after each address to add as many people as you like.

**3. Choose a role**

Choose a role. If you're not sure, choose **Member**. If you choose Guest, also choose at least
one board under **Boards they can open** (see [Show guests only some boards](https://help.zarms.cloud/en/team/guests.md)).
For how the roles differ, see [Roles and what they can do](https://help.zarms.cloud/en/team/roles.md).

**4. Send the invitation**

Click **Invite N people**. To invite more people with a different role, just enter them again
without closing the screen.

**5. Tell the person**

Tell them: "Open `app.zarms.cloud` and sign in with the Google account for this address." They
join as soon as they sign in. It helps to share [Join a team you were invited
to](https://help.zarms.cloud/en/getting-started/join-team.md) so they know what to expect.

People you invite appear in the list on the same screen as **Waiting to sign in**. Email invitations don't expire. They stay valid until you revoke them. To cancel one, click **Revoke** in the list. Invitations that were accepted or revoked are collected under **Past invitations**.

In **Note**, you can write up to 200 characters, such as why you invited the person. The person you invite can't see it.

## Share an invite link

**1. Open the Invite link tab**

Click **Invite members**, then open the **Invite link** tab.

**2. Set the conditions**

Choose the role that people who join will get. You can't choose Owner for an invite link. Also
set **Expires in** (1, 7, 30, or 90 days) and **Number of uses** (how many people can join with
this link, from 1 to 1000).

**3. Issue and copy the link**

Click **Issue URL** to show the link. Copy it with the copy button and send it to the people you
want to invite.

> [!WARNING]
>
> Once you leave this screen, you can never see the link again. Copy it right away. If you lose it,
> disable that link and issue a new one.

An invite link doesn't check the email address of the person who opens it. Anyone who has the link can join, up to the number of uses. Be careful about who you send it to.

Active links are listed on the same tab, with their role, expiry, and how many times they've been used. To stop a link you no longer need, click **Disable**. People who already joined with it stay in the team.

## Add to the directory

People who never sign in to ZARMS can still be chosen as card assignees once they're in the directory. Use this when you want to assign cards to, for example, an outside business partner or a manager who doesn't use ZARMS.

Click **Invite members** (Members see **Add to directory** instead). On the **Add to directory** tab, enter a **Name** and click **Add to directory**. An email address is optional.

People who are only in the directory don't get comment or assignment notifications. If that person later joins with a Google account that has the same email address as their directory entry, ZARMS links them to that entry automatically.

## Import many people from a sheet

On the **Import from sheet** tab, you can use a Google Sheets spreadsheet to add people to the directory and invite them in one go. You can import up to 500 rows at a time. For the steps, see [Import and export with spreadsheets](https://help.zarms.cloud/en/boards/spreadsheets.md#import-members).

## Plan member limits

Basic and Starter limit how many people a team can have. The count includes active users (including Guests), people who are only in the directory, and people with a pending invitation. It doesn't include people whose access is suspended or who were removed from the directory. For the exact limits, see [Plans and trial](https://help.zarms.cloud/en/billing/plans.md).

When you reach the limit, you can't invite people, issue invite links, or add people to the directory. Suspend someone's access to free up a spot, or change your plan.

## If something goes wrong

| What happened | What to do |
| - | - |
| The person didn't get an invitation email | ZARMS doesn't send invitation emails. Ask the person directly to sign in |
| The person signed in but couldn't join | Check that the address you invited matches the address of the Google account they signed in with |
| "An active invitation already exists for this email address." | The same address is already in the list as **Waiting to sign in**. Wait for the person to sign in |
| "This email address is already a member of this team." | They've already joined. If their access is suspended, [restore their access](https://help.zarms.cloud/en/team/members.md#suspend-access) |
| Opening the invite link shows "Invite link is invalid" | The link expired, reached its number of uses, or was disabled. Issue a new link |
| There's no **Invite members** button | Only Owners and Managers can invite people |


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