Overview
Invite teammates to join your Sorcia organization and collaborate on knowledge search.Invite via Dashboard
Invitation Email
Invitees receive an email with:- Organization name
- Inviter’s name
- Role being assigned
- Accept Invitation button
Invitations expire after 7 days. Resend if needed.
Invite via API
Bulk Invites
Invite multiple users at once:- Team Members → Bulk Invite
- Upload CSV with columns:
email,role - Review and confirm
- Invitations sent automatically
CSV Format
Roles
- Owner
- Admin
- Member
- Full organization control
- Billing management
- Delete organization
- Limit: 1-3 per org
Managing Invitations
Pending Invitations
View status: Team Members → Pending tab Actions:- Resend - Send another email
- Cancel - Revoke invitation
- Change Role - Modify before acceptance
Accepted Invitations
Once accepted:- User appears in Active tab
- Can immediately start using Sorcia
- Inherits organization integrations
Best Practices
Use Company Email
Use Company Email
Only invite users with company email addresses
Start with Member Role
Start with Member Role
Assign Member role initially, upgrade as needed
Set Permission Groups
Set Permission Groups
Assign users to appropriate groups during invitation
Onboard Properly
Onboard Properly
Share quickstart guide with new members
Troubleshooting
Invitation not received
Invitation not received
- Check spam folder
- Verify email address
- Resend invitation
Can't accept invitation
Can't accept invitation
- Ensure email matches invited address
- Check invitation hasn’t expired
- Contact admin to resend