The Owner and Collaborators in a Lookback Organization can invite colleagues and stakeholders to be members of a Lookback Organization.

Pro Tip! To make this go as smoothly as possible, do NOT instruct your team members to create a user account before inviting them. Tell them to wait for the invitation email.

Here's how you invite new team members:

  1. Log in to Lookback

  2. Click the dropdown menu beside your name (at the top right corner of the page)

  3. Click Members on the dropdown menu

  4. On the Members page, enter the email address(es) you wish to invite.

    1. You can invite up to 50 users at a time by separating the email addresses with a comma.

    2. For Enterprise and Legacy Plans (Starter and Pro) only: click the dropdown menu to select the "Role" (Collaborator or Observer)
      ❗️ Note! Be sure to check that you have sufficient Collaborator Licenses before you invite new Collaborators to available licenses, since it's no longer possible to add/subtract the number of Collaborator licenses in legacy plans.

  5. Click the "Send invitations" button - this will automatically send an invitation email to your Team Members

Accepting an Invitation to Join a Lookback Organization

Scenario 1: You don't have an existing Lookback user account

  1. Find the invitation email from your colleague! It will come from notifications@lookback.io.
    ❗️ If you don't see the email in your inbox, check folders like spam, promotions, updates etc to see if the invitation email was misrouted. You can also check with your IT team to see if there's an email security system that may have quarantined/blocked the email.

  2. Click on the "Accept Invitation" button in the email!

  3. Enter your full name, create a password, and then click the "Join [Team Name] team" button

  4. You'll automatically be logged in to the Organization you were invited to


Scenario 2: You already have an existing Lookback user account

  1. Find the invitation email from your colleague. It will come from notifications@lookback.io.
    ❗️ If you don't see the email in your inbox, check folders like spam, promotions, updates etc to see if the invitation email was misrouted. You can also check with your IT team to see if there's an email security system that may have quarantined/blocked the email.

  2. Click on the "Accept Invitation" button in the email

    1. If you're already logged in to your Lookback user account, you'll automatically be taken to the Organization's Dashboard

    2. If you are not logged in, you'll be prompted to log in. Once you do, you'll be taken to the Organization's Dashboard


If you or one of your users reports any issues accepting the invitation, please see our troubleshooting guide for further guidance.

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