zulip/templates/zerver/help/invite-new-users.md

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Invite new users

There are a number of ways to grant access to your Zulip organization; the article below describes each in more detail.

  • Allow anyone to join without an invitation.

  • Allow people to join based on the domain of their email address.

  • Send email invitations.

  • Share a reusable invitation link.

The last two, invite-based, techniques also allow you to control the role (owner, admin, member, or guest) that the invited people will have.

You can also manage access by controlling how users authenticate to Zulip. For example, you could allow anyone to join without an invitation, but require them to authenticate via LDAP.

Enable email signup

{start_tabs}

{tab|restrict-by-email-domain}

  1. Set default streams for new users.

{settings_tab|organization-permissions}

  1. Find the section Joining the organization.

  2. Set Are invitations required for joining the organization to No.

  3. Set Restrict email domains of new users? to Restrict to a list of domains.

  4. Enter any number of domains. For each domain, check or uncheck Allow subdomains.

  5. Click Save changes.

{tab|allow-anyone-to-join}

  1. Set default streams for new users.

{settings_tab|organization-permissions}

  1. Find the section Joining the organization.

  2. Set Are invitations required for joining the organization to No.

  3. Set Restrict email domains of new users? to either Don't allow disposable email addresses (recommended) or No.

  4. Click Save changes.

{end_tabs}

Before anyone joins your organization this way, we'll send a validation link to verify their email address.

Send invitations

By default, organization admins and members can send invitations. Organization admins can also change who can send invitations.

Note that on most Zulip servers (including Zulip Cloud), email invitations and reusable invitation links expire 10 days after they are sent.

{start_tabs}

{tab|send-email-invitations}

{relative|gear|invite}

  1. Enter a list of email addresses.

  2. Decide whether the users should join as admins, members, or guests.

  3. Select which streams they should join. If you send invitations often, you may want to configure a set of default streams.

  4. Click Invite.

!!! warn "" * You will only see Invite users in the gear menu if you have permission to invite users. * The number of email invites you can send in a day is limited in the free plan. Contact us if you hit the limit and want to invite more users.

{tab|share-an-invite-link}

{relative|gear|invite}

  1. Click Generate invite link.

  2. Decide whether users using the link should join as admins, members, or guests.

  3. Select which streams they should join. If you send invitations often, you may want to configure a set of default streams.

  4. Click Generate invite link.

  5. Copy the link, and send it to anyone you'd like to invite.

!!! warn "" You will only see Invite users in the gear menu if you have permission to invite users.

{end_tabs}

Change who can send invitations

By default, organization admins and members can send invitations. You can restrict invites to admins only.

{start_tabs}

{settings_tab|organization-permissions}

  1. Under Joining the organization, set Are invitations required for joining the organization? to Yes. Only admins can send invitations.

  2. Click Save changes.

{end_tabs}

Manage pending invitations

Organization owners can revoke or resend any invitation or reusable invitation link. Organization administrators can can do the same except for invitations for the organization owners role.

{start_tabs}

{settings_tab|invites-list-admin}

  1. From here, you can view pending invitations, Revoke email invitations and invitation links, or Resend email invitations.

{end_tabs}