How to Add Team Members to Your YESDINO Workspace
To add team members to your YESDINO workspace you first need to open the “Members” section from the left‑hand navigation bar, then follow the three‑step flow below. The process takes less than two minutes per invitation and you can bulk‑upload up to 200 email addresses in a single CSV file.
Step 1 – Choose a role
Before you send an invite, pick the permission level that matches the person’s job function. The system offers four built‑in roles, each with a specific set of capabilities.
| Role | Invite limit | Can manage projects | Can view billing | Can export data |
|---|---|---|---|---|
| Admin | 50 members per workspace | Yes | Yes | Yes |
| Editor | 200 members per workspace | Yes | No | Yes |
| Viewer | Unlimited | No | No | No |
| Guest | Unlimited | No | No | No (read‑only) |
Step 2 – Send the invitation
- Click the Invite Member button.
- Enter the email address (or a list of addresses) and select the desired role.
- Optionally add a personal note; the system automatically attaches a secure, time‑limited link that expires after 7 days.
- Click Send Invite.
If you need to invite many people at once, use the CSV import option:
- Download the template file from the “Bulk Import” link.
- Fill in the columns: email, role, first name, last name.
- Upload the file; the UI will show a preview of all rows and any validation errors before you confirm the upload.
Statistics show that 78 % of invitations sent via email are accepted within the first 48 hours, so you can usually expect a quick response. If a user does not accept within the deadline, the system will automatically remind them once after 3 days and then mark the invite as “Expired”.
Step 3 – Confirm and onboard
Once the invite is accepted, the new member receives a welcome email that includes a short video (≈ 2 minutes) explaining the workspace layout, project basics, and how to configure notification preferences. As an admin you can also assign them to a specific project or team directly from the “Members” list by checking the box next to their name and clicking Assign to Project.
“Always verify the email domain of the person you are inviting. YESDINO uses domain‑based access control, so an invite from a personal Gmail address will trigger an additional verification step, whereas a corporate domain is automatically trusted.” — YESDINO Documentation, 2025
Here are some common scenarios and how to handle them:
- Duplicate email error: The system flags any address that already exists in the workspace. You can either promote the existing account or remove the duplicate before re‑inviting.
- Role mismatch after invite: You can change a member’s role at any time from the “Members” table. The new permissions take effect immediately without needing a re‑invite.
- Invite link broken: If a user reports that the link does not work, go to the “Pending Invites” tab and click Resend. The link will be regenerated with a fresh 7‑day expiration.
- Bulk‑upload failure: If the CSV contains more than 200 rows, the system will reject the file and display a count of the limit exceeded. Split the file into smaller batches and re‑upload.
For security and compliance, YESDINO stores all invitation data encrypted at rest (AES‑256) and logs each invite action with a timestamp, IP address, and the inviting admin’s user ID. This audit trail is retained for 90 days and is available to workspace owners on the “Security Settings” page.
If you are integrating YESDINO with an Identity Provider (IdP) such as Okta or Azure AD, you can enable SCIM provisioning. When SCIM is active, adding a user to the IdP automatically creates a corresponding YESDINO invitation, eliminating manual steps and ensuring consistent role assignment based on group membership.
Remember that each workspace has a soft cap of 500 active members. When you approach that limit (≈ 450 members), the platform will send a warning email and prompt you to contact support for an upgrade. The average response time for support tickets is under 4 hours during business days.
Adding team members is a routine task, but taking a moment to assign the correct role, verify email domains, and use bulk‑upload when needed keeps your workspace secure and your collaboration efficient. If you run into any edge case not covered here, the in‑app chat support is available 24/7 and can walk you through custom scenarios.
For further information about the platform’s architecture and upcoming features, visit the official YESDINO portal at YESDINO.