6.5. Inviting and Managing Members

You can invite members to your Team from both the mobile app and the web platform.

Mobile app

To start:

• Open the Teams tab

  • Tap the Teams icon under your Card on the Home screen, o

  • Access it from the Features screen

• Tap “Add members”

• Choose to:

  • Add member details from an existing phone contact, or

  • Start with an empty form

‘Add a member’ form:

• Enter the email address or phone number in the top field (this is the only mandatory field)

  • This information will be associated with the member’s azzapp account

  • If the invited member already has an azzapp account, use the corresponding email or phone number

• If using a phone contact:

  • Tap “See contact options” to choose which phone/email to use

• Complete the remaining fields, or leave them blank

  •  This information can be edited later

• If Team information is already set:

  • It will appear in the form with a lock icon

Send the invitation

• Tap “Save”

 The member is added to your Team and will receive an invitation via SMS or email (depending on the method used)

• If they already use azzapp, the invitation will also appear in the app

Once the invitation is accepted:

• The member’s Card is automatically created and pre-filled with the information from the form

Web platform

The process is similar to mobile, with one key difference:
-  You cannot access phone contacts, but you can invite members in bulk using a file.

Add a single member

• Open the Teams screen

• Click “Add a member”

• Follow the same steps as on mobile

Add multiple members (CSV/Excel upload)

• Open the Teams screen

• Select “Add a list of members”

1. Download the template

• Click “Download a model” (CSV template)

2. Fill in the file

• Open it in Excel, Numbers, or Google Sheets

• Do not change column names in row 1

Enter:

• First name *optional

• Last name *optional

• Title (e.g., HR, IT, Assistant)  *optional

• Email (used for invitation and account registration) *mandatory

• Phone number  *optional

• Role (Admin, Editor, User)  *optional

Notes:

• Invitations in this flow are sent by email only

• If role is left blank, it defaults to User

3. Upload and send invitations

• Save the file

• Click “Select a file” and upload it

• Click “Send invitation”

 If there are formatting issues (e.g., phone numbers):

• You will see an error notification

• You can:

• Fix the file and re-upload, or

• Ignore and review members afterward

 Members with invalid invitation emails will not be added