Inviting your team to Marzo AI is quick and flexible—whether you’re onboarding a few teammates or your whole org.
3 Easy Ways to Invite Your Team
1. Share a Join Link
Best for: Quick self-serve onboarding, sharing in Slack, or inviting multiple people at once.
How it works:
Copy your unique join link from the Marzo AI dashboard.
Share it with your teammates (via Slack, email, or any channel).
Anyone with your company email domain can join your workspace—no manual invites needed.
If someone already has a Marzo account, they’ll simply be added to your workspace.
2. Add by Email
Best for: Inviting a specific set of people directly.
How it works:
Enter one or more email addresses (separated by a semicolon ; or enter/return after each address) in the invite box.
Send the invites—your teammates will get an email with a link to join.
3. Upload a CSV
Best for: Bulk onboarding (dozens or hundreds at once), especially for larger teams.
How it works:
Prepare a CSV file with your teammates’ info—one row per person.
Format:
email,job_role,manager_email
(No header row needed.)
Example rows:
[email protected],VP of Engineering,[email protected]
[email protected],Engineering Manager,[email protected]
[email protected],Staff Product Manager,
Upload your CSV in the Marzo AI dashboard.
Roles and manager emails are optional, but including them improves context and personalization for your team.
What happens after inviting?
Teammates receive a join link via email (unless they join through your company link).
If a user already has a Marzo account with their email, they’re added to your workspace—no duplicate accounts.
Pro Tips
For big rollouts: Share the join link in your #engineering or #general Slack channel for maximum reach.
For org-wide pilots: Upload a CSV with job roles and managers to instantly map out reporting lines and improve Marzo’s context engine from Day 1.