> ## Documentation Index
> Fetch the complete documentation index at: https://success.ebrai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting Members

> Understand how to invite people to your organization and what you need to be aware of

Bring your team into Ebrai using one of three methods: direct email invites, automated imports via SSO, or HRIS syncing via Merge. Choose the approach that best fits your setup and team size.

<AccordionGroup>
  <Accordion title="Direct Invites" icon="sparkles">
    <Steps>
      <Step title="Open the People page">
        Inviting members is a People operation. Navigate to the People record page to begin. You can also start invites from your Organization’s Settings under the **Members** subpage.
      </Step>

      <Step title="Click Invite People">
        On every record page, primary actions appear in the top-right corner. In the People page, click "Invite People."

        <Warning>
          If the button isn’t visible, your current permission level may not allow inviting members.
        </Warning>
      </Step>

      <Step title="Enter email addresses">
        In the Invite People modal, paste or type one or more email addresses separated by commas.
      </Step>

      <Step title="Assign a role">
        Set a permission level for all invitees in bulk. You can learn more about permission levels here.
      </Step>
    </Steps>

    <Tip>
      Inviting multiple cohorts? Use the "Invite More" toggle at the bottom of the modal to batch different roles without adding each person manually.
    </Tip>
  </Accordion>

  <Accordion title="Importing People through SSO" icon="sparkles">
    <Steps>
      <Step title="Connect your SSO provider">
        Connect your SSO during onboarding, or later from Organization Settings → Security.
      </Step>

      <Step title="Let the import run">
        Depending on directory size, syncing can take a few minutes up to \~30 minutes. We’ll pull available user data from your SSO and automatically send invitations to anyone not yet onboarded to Ebrai.

        <Tip>
          Everyone imported starts with the Member permission level. If someone manages others, they’re automatically upgraded to Manager to enable the right functionality.
        </Tip>
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Importing People through Merge (HRIS)" icon="sparkles">
    <Steps>
      <Step title="Go to Workspace Settings">
        Open the navigation sidebar and click your organization’s name. From the dropdown, select "**Workspace Settings**".

        <Warning>
          This page contains sensitive settings and is only available to Admins. If you don’t see it, you likely don’t have the required permissions.
        </Warning>
      </Step>

      <Step title="Open &#x22;Integrations&#x22;">
        Merge is Ebrai’s integration provider for HRIS connections. You’ll find the available integrations on this page.
      </Step>

      <Step title="Click &#x22;Add Integration&#x22;">
        For the fastest path, click **Add Integration**. Alternatively, search for your **HRIS** by name in the list and proceed with its setup.
      </Step>

      <Step title="Complete your HRIS setup">
        Each HRIS has its own connection steps and required details. Follow the provider’s flow. After a successful connection, you’ll be redirected to your Home page.
      </Step>

      <Step title="Let the import run">
        Large datasets may take up to \~30 minutes to sync. We’ll import available HRIS data such as roles, positions, groups, objectives, and other relevant details. Invitations are automatically sent to anyone not already onboarded to Ebrai.

        <Tip>
          Imported users start as Members. If they manage others, they’ll be automatically upgraded to Manager so they have the tools they need.
        </Tip>
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Custom Onboarding Flow" icon="sparkles">
    If your organization has requirements not covered by the flows above, reach out to us and we’ll work with you to design a tailored onboarding experience for your team.
  </Accordion>
</AccordionGroup>