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How to invite new team members to join your Lookback Organization
How to invite new team members to join your Lookback Organization
The basics of inviting colleagues and how those invitations are accepted
Russ Troester avatar
Written by Russ Troester
Updated over a week ago

The Owner and Collaborators in a Lookback Organization can invite colleagues and stakeholders to become team members of a Lookback Organization. The Lookback organization incorporates and is the "umbrella level" of all your Lookback data.

Note: To make the process of making your colleagues team members go as smoothly as possible, tell them to wait for the invitation email. Some instead create a user account by signing up for a trial, before they've been invited, but that just complicates matters and risks causing problems when they later try to accept the invitation

1. If you are an Enterprise customer using SSO (single-sign on), you will need to add new users to your IDP (identity provider) before they'll be able to access Lookback. You will not invite them through the Lookback dashboard.

2. Here's how you invite new team members on all plans if you are not using SSO (single-sign on):

  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. Note for Enterprise and Legacy Plans (Starter and Pro) only: click the dropdown menu to select the "Role" (Collaborator or Observer) of the person you're inviting as team member.
      ❗️ If you mean to invite a new team member as collaborator on one of these plans (Enterprise, Pro, Starter) make sure to check that you have sufficient Collaborator Licenses. These plans are license-based, so you pay for each full capability team member license (collaborator). For legacy plans (Starter, Pro) it's no longer possible to add/subtract the number of Collaborator licenses.

  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, updates, campaigns, promotions 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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