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Requirements

Organization Admin permissions are required to invite users.

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User invitation requests

If the New user invitations setting is enabled, users can request an invitation from your organization’s login page.

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Stale invitation requests

If you see invitation requests from users who are already active members of your organization, you can safely dismiss these requests. These stale requests can occur when a user submits an invitation request and then joins the organization through SSO or SCIM provisioning before an Organization Admin acts on the request. To dismiss a stale invitation request:
  1. Navigate to Settings > Users.
  2. Click the Invitation requests tab.
  3. Find the request from the user who is already a member.
  4. Click Dismiss next to the request.
If you attempt to invite a user who is already an active member, you’ll receive an error indicating the user already exists in the organization.

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Inviting users

Once an invite is sent, new users have 7 days to log into Omni. The invite will automatically expire after this time and the user will have to be re-invited.
If the New user invitations setting isn’t enabled or you need to send a one-off invite, you can manually invite new users.
  1. Navigate to Settings > Users.
  2. Click Invite users.
  3. In the Email addresses field, add the addresses of the users you want to invite, one per line or separated by commas or semicolons. For example:
    You can include up to 50 email addresses per batch.
  4. Under Invite as, choose a role for the invitees:
    • External - Sees only what’s shared with them. See External users for more information.
    • Member - Your organization’s default role.
    • Organization Admin - Manages users and settings.
    If you choose Organization Admin for more than one invitee, you’ll be asked to confirm the invites before you can send them.
  5. Click Send invitations.
After sending, the dialog shows the result for each address instead of closing:
  • Needs attention - the invitation email couldn’t be delivered, or an existing invitation had already expired.
  • Not invited - the address already belongs to a member, or already has a pending invitation.
  • Invited - the invitation sent successfully. Invitations that grant Organization Admin show an Invited · Admin badge. If an address is an Omni support address, the result also notes that it always joins as Organization Admin.
Each address shows a relevant action, such as View user or Copy sign-in link. The dialog title summarizes the outcome, for example “3 invitations sent” or “1 of 4 invited.” Click Done to close the dialog, or Invite more to send another batch. After the invitation is sent, the user will appear in the Users list with an Invited badge and you’ll be able to assign permissions to the user:

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Re-inviting users

If a user hasn’t accepted their invitation by logging in to Omni or needs a new one, you can revoke and re-send their invite:
  1. Navigate to Settings > Users.
  2. In the Users list, find the user with the Invited badge.
  3. Click Manage next to their name.
  4. At the bottom of the user’s profile page, click Revoke invitation.
  5. Return to Settings > Users and click Invite users.
  6. In the Email addresses field, add the user’s email address.
  7. Click Send invitations.
The user will receive a new invite email and appear in the Users list with a refreshed Invited badge.