How to: Invite Users to Hyperbound

Last updated: October 8, 2025

Summary

In this tutorial, you will learn how to invite individual users or bulk upload reps via CSV into the Hyperbound platform. This ensures your team is properly onboarded with the correct access and roles.

Step 1: Go to the Members Section

1. Log into the Hyperbound admin account.
2. Click on Manage and Invite Members.

Step 2: Invite a Member

1. Click on the 'Action' button.
2. Select 'Invite' from the dropdown.

3. In the popup, insert the user’s email address.
4. Assign a role (Admin or Member).
5. Click 'Invite'.

Step 3: Invite via CSV (for Bulk Uploads)

1. Prepare a CSV file with email addresses.
2. Navigate to the Invite section and upload the CSV.

Step 4: Resend Invites (If They Expire)

• Invitations expire after a few days.
• Click 'Resend Invite' for an individual or select multiple users to resend in one click.

Best practices for role types

We recommend the following:

Category	Admin	Observer	Member	MemberPlus
Ideal For	Enablement team members who create bots, scorecards, and manage licenses	Leadership or stakeholders who want visibility	Reps who participate in roleplays	Player-coaches who support content iteration
Call Access	Can make calls	Can make calls	Can make calls	Can make calls
Bot & Scorecard Access	Full: create, edit, delete	View only	View only	Full: create, edit, delete
User Management	Can invite and remove users	No	No	No
Typical Use Cases	Owning content creation and managing platform access	Observing rep performance and progress	Practicing scenarios and receiving feedback	Tweaking bots and scorecards to improve content quality

If you have any other questions, feel free to reach out to the HyperBound team, either via the chat button, or email us at help@hyperbound.ai.