Administrators can add (invite), change permissions for, and delete members.
There are two ways to invite members:
Enter email addresses using the “Invite” button
Use a CSV file
💡 Please have invited members set up their profiles.
Inviting and Managing Members
Inviting Members
1. Click “+ Invite” from the “Members” option in the global menu.
2. A “Member Invitation” popup will appear. Enter the “email address” of the member you wish to invite.
*Multiple email addresses can be entered at once.
📄 Email addresses can be copied and pasted from Excel or other contact lists.
3. Select either “Member” or “Administrator” permissions.
*Please refer here for information about permission types.
4. Select the “Participation Team” and click the “Send Invitation” button.
*Members can be invited to multiple teams.
This completes the process for inviting members to Rimo.
Invited members will receive an invitation email from Rimo. Please ask them to follow the instructions in the email to log in to Rimo Voice.
Changing Member Permissions
1. Click the “gear” icon from the “Members” option in the global menu.
(Alternatively, click “Member Settings” from the “Settings” option in the global menu)
2. You will be directed to the “Member Settings” page. Click the ▼ displayed to the right of the member’s name to change permissions between “Member/Administrator.”
Deleting Members
Click the ▼ next to the permissions and a “Delete” button will appear, allowing you to delete members.
Bulk Registration and Updates with CSV Files
Inviting, Changing Permissions, and Deleting Members
You can use a CSV file to bulk invite new members, update existing members, and delete members.
Download the current member information, modify the CSV, and upload it to overwrite all member information.
1. Click the “gear” icon from the “Members” option in the global menu.
(Alternatively, click “Member Settings” from the “Settings” option in the global menu)
2. You will be directed to the “Member Settings” page. Click “Import” displayed in the upper right.
3. An “Import” popup will appear. Click “Download CSV” to download the template file. (A file named “Member List.csv” will be downloaded)
*Note: If there are no members in the created team when downloading the CSV, the team information will not be saved in the CSV and will be deleted during upload. Please make sure to register at least one member in each necessary team.
4. Edit the downloaded template file.
*Please save the file in “CSV (Comma Separated Values) (.csv)” format (whether working in Excel or Google Spreadsheets).
*The filename can be anything you choose when saving.
To invite new members:
Enter the following information:
Name (required)
Email address (required)
Permissions (required):
For administrator invitations: admin/For general user invitations: memberTeam affiliations
(If members are already registered, their information will be included in the downloaded CSV. Add new member information in rows below existing members.)
To update existing member information: Modify the corresponding member’s row.
To delete existing members: Delete the corresponding member’s row.
If you haven’t created teams yet: The team column will not appear in the downloaded CSV. You can add columns “Team Affiliation 1”, “Team Affiliation 2”, etc. starting from column D to create teams and invite members.
5. Click the “gear” icon from the “Members” option in the global menu again to open the Member Settings page.
(Alternatively, click “Member Settings” from the “Settings” option in the global menu)
Click “Import” displayed in the upper right of the Member Settings page, upload the modified CSV, and press the “Preview” button.
6. On the confirmation screen, you’ll see new additions, updates, and deletions. If everything looks correct, click “Import”.
This completes the bulk update of member information.
If there are newly invited members, invitation emails will be automatically sent to them.
Ask them to follow the instructions in the email to log in to Rimo Voice.