Contents

• Overview 
• Key Terms 
• Step-By-Step Instructions
  • Go to User Management 
  • Invite New Organization Members
    • Add Additional Members (Optional)
    • Send Invitations
• What the Organization Member Sees

Overview

This step-by-step guide shows Organization Owners how to invite new Organization Members to their organization in Next. 
 

Key Terms 

Here are a few terms you'll see throughout this article:

Step-By-Step Instructions 

There are two ways to view a person’s membership in Next:

• Organization level: Shows administrative members across all programs (including reviewers).
   
• Program level: Shows only the administrative members for one specific program.

The steps below are for adding members at the organization level.

Go to User Management

1. Log in as the Organization Owner.

2. In the top menu, select More > User Management. 

3. You’ll see a list of all users in the organization (administrators and applicants). 

Invite New Organization Members

1. Click Invite in the upper-right corner, then select Members from the dropdown.

📌Note: The "Support" (Client Admin) option is used to invite a member of Submittable’s Support Team for troubleshooting assistance.

2. In the pop-up window, complete the following: 

a. Email Address: Enter the user’s email.

b. Organization Role: Select the user’s role:

• Organization Owner: Full organization access. Automatically assigned to all programs. (You can have multiple Organization Owners).
   
• Organization Member: Access only to assigned programs. 

c. Assign to Programs (Organization Members Only): Click +Assign To Program. 

• Choose a program, then select the member's role in that program (Program Manager, Program Staff, Reviewer, Approver*). *For programs with approvals setup.
• To assign more programs, click +Assign to Program again, and repeat.
  
  
  
  📌Note: Organization Members can be assigned to multiple programs, and they can hold the same or different roles in each (e.g., they could be a reviewer in one program, and a program manager in another). You can change a member’s role in the future, if needed.

Add Additional Members (Optional)

To invite more than one person: 

1. Click Add Another Member in the bottom-left corner of the pop-up. 



2. Repeat the email, role, and program assignments, as needed. 
 

Send Invitations

1. When you’re finished adding member information, click Send Invitations.

2. A notification appears in the bottom-left confirming your invitations were sent. 
 

What the Organization Member Sees 

After you send the invitation, the invited member receives an email invitation for each program they were added to (Example: if you added a Reviewer to 2 programs, they would receive 2 email invitations). 

Each invitation includes:

• Their assigned role
• The program name
• A link to log in to the organization.

💡Tip: If they do not receive an email, encourage them to check their Spam folder. 

📌Note: If this is their first time accessing your organization, they must set up an account. Refer them to ➡️Account Setup (Administrator) for step-by-step instructions.

Related Articles

➡️Understanding Member Types: Roles & Permissions
➡️Manage Organization Users

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