---
title: "Invite Dialpad Meetings Team Members"
slug: "invite-dialpad-meetings-team-members"
updated: 2025-11-05T22:50:35Z
published: 2025-11-05T22:50:35Z
---

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

# Invite Dialpad Meetings Team Members

Dialpad Meetings allows admins to create and manage accounts for their entire team.

Let’s take a closer look at the steps required to purchase licenses, create accounts, and invite team members.

> [!NOTE]
> **Who can use this**
> 
> To create and manage a team, you must be an admin on a [Dialpad Meetings Business plan](https://www.dialpad.com/plans-and-pricing/#meetings) or be a Dialpad admin.

## Purchase licenses for Team members

To purchase licenses for local or toll-free lines on behalf of your team, go to the **Dialpad Meetings Dashboard**.

1. Select **Menu** > **Team** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/DPM_team_licenses(2).png)
2. Select **Purchase Licenses**
3. Enter the number of licenses
  1. Enter the number of Toll-free licenses ![Purchase licenses section showing quantity selection and confirmation button for Dialpad AI Meetings.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/DPM_purchase_licenses.png)
4. Review the **Order Summary**
5. Select **Confirm purchase**

> [!NOTE]
> Note
> 
> Licenses issued through Dialpad Meetings receive a unique local phone number. Outside the United States and Canada, local phone numbers can only be obtained by contacting the [Customer Care Team](https://www.dialpad.com/contact-us/).

### Assign licenses for Team members

To assign licenses to your Team members, go to the **Dialpad Meetings dashboard**.

1. Select **Menu** > **Team** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/DPM_assign_licenses(3).png)
2. Select **Assign Licenses**

Here, you’ll find two methods to assign your licenses. ![Options to assign licenses by creating accounts or inviting team members are displayed.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/DPM_assign_licenses(1).png)

- **Create team member accounts** - With this method, you'll provide a name, email address, and conference phone number area code before Dialpad Meetings shares an email with the user to create a password.
- I**nvite team members** - With this method, Dialpad Meetings shares an invitation link, and the user can choose their own email address and select a conference phone number area number in addition to creating a password.

Then, we’ll alert the users by email that they're invited to join your team.

You can review the available licenses for local or toll-free lines. Both methods allow you to enter the user's name, email address, and account type (local or toll-free line).

> [!TIP]
> Tip
> 
> To remove any Dialpad Meeting licenses, get in touch with the [Dialpad Meetings Customer Care Team](https://www.dialpad.com/contact-us/) to have them deleted.

## Create team member accounts using CSV

In order to upload a CSV file to create accounts for a large number of team members, ensure the CSV file is formatted exactly as shown here:

![csv-create-sample.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/csv-create-sample.png)

- Don’t include headers in your CSV file (such 'Name' or 'Email Address')
- License types should either be 'standard' or 'tollfree'
- [Click here](https://www.allareacodes.com/area-code-list.htm) to review a full listing of area codes
- Typos will cause an error in the invitation being sent
- Toll-free lines do not require an area code; leave that field blank
- * - Send a request to the [Dialpad Meetings Support Team](https://www.dialpad.com/contact-us/) to include notes
- Spreadsheet software normally exports a CSV file with commas (,) separating the values. If yours does not automatically, be sure to change that setting to commas (,) instead of a semicolon (;) or any other delimiter.

## Invite team members using CSV

In order to upload a CSV file to invite your large number of team members to create their own accounts, make sure the CSV is formatted exactly as shown here:

![csv-invite-sample.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/csv-invite-sample.png)

- Don’t include headers in your CSV file (such as 'Name' or 'Email Address')
- License types should either be 'standard' or 'tollfree'
- Typos will cause an error in the invitation being sent
- Toll-free lines do not require an area code; leave that field blank or delete it
- * - Send a request to the [Customer Care Team](https://www.dialpad.com/contact-us/) to include notes
- Spreadsheet software normally exports a CSV file with commas (,) separating the values. If yours does not automatically, be sure to change that setting to commas (,) instead of a semicolon (;) or any other delimiter.