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Add Team Member, Send Invitations, Bulk Invite and SSO Provisioning

Invite teammates by email, bulk-import a CSV of up to 500 users, or auto-provision via SSO/SCIM. Invitations expire after 7 days by default and can be revoked at any time.

August 8, 20252 min read

Add Team Member, Send Invitations, Bulk Invite and SSO Provisioning

Single invitation flow

Settings > Team > Invite. Email, role, optional project scope. Invitee gets a one-click join link.

  • Enter email, pick role (Owner cannot invite a second Owner)
  • Optional: restrict to specific projects (multi-select)
  • Optional: set an expiry date (default 7 days from sending)
  • Optional: add a custom welcome message

Bulk invitation via CSV

Upload a CSV with columns: email, role, projects (optional, comma-separated slugs). Up to 500 rows per upload.

  • Template CSV downloadable from the Invite modal
  • Workexe validates each row before sending (highlights errors)
  • Duplicate emails skipped automatically
  • All invitations sent in a single transaction (all-or-nothing)

SSO and SCIM auto-provisioning

On Enterprise, connect Okta, Azure AD or any SAML 2.0 IdP. Users are created and assigned roles based on IdP groups.

  • SAML 2.0 SSO via standard IdP-initiated flow
  • SCIM 2.0 for automated provisioning and deprovisioning
  • Group-to-role mapping (e.g. SEO_Editors group -> Editor role)
  • Just-in-time (JIT) provisioning on first login

Managing pending invitations

Pending invites appear in Settings > Team > Pending. Resend, change role, extend expiry or revoke at any time.

  • Resend if the invite email was missed
  • Change role before acceptance without sending a new invite
  • Extend expiry by 7, 14 or 30 days
  • Revoke invalidates the link immediately

Common acceptance issues

If a teammate cannot accept, these are the usual causes.

  • Invite expired, resend from Pending list
  • Invitee already has a Workexe account with a different email, send to that email instead
  • Email landed in spam, check the workexe-noreply sender domain
  • Corporate firewall blocks the join link, share via signed Slack message
add team member, send invitations, bulk invite and sso provisioning improvement loop
  1. 1
    Baseline

    Record 90-day traffic, rankings and audit score.

  2. 2
    Pick Wins

    Prioritize high-impact, low-effort items first.

  3. 3
    Ship

    Deploy changes with timeline annotations.

  4. 4
    Measure

    Compare 14-day before/after windows.

Frequently Asked Questions