Only users with an Admin role are able to invite other users to your organization’s workspace. The number of invitations you can send is based on your current subscription plan.
Invite users to your workplace
To invite a new user, you can follow these two methods:
- Click the icon in the navigation bar at the bottom of the screen
Or
- Go to the Settings by clicking the icon in the navigation bar
- Select “User management” under “Company settings”.
- Click Invite
In the “Invite team member” popup that appears, you have 2 options:
- Invite by email
-
Invite with link
Invite users by email
To send an email invitation:
1.In the “Invite team member” popup, select the “Invite by email” tab.
2.Enter the following details:
- Email addresses of the users you’d like to invite.
- Role to assign to these users (e.g., Admin, Staff).
- Teams these users should be assigned to (optional).
- Email invitations will be valid for 7 days only.
3. Click “Invite”.
An email will be sent to the listed addresses. Users must follow the instructions in the email and complete the sign-up process within a fixed 7-day expiration period.
Invite users with link
To share an invitation link:
1.In the “Invite team member” popup, select the “Invite with link” tab.
2. Enter the following details:
- Role to assign to users who sign up through this link.
- Teams to assign these users to (optional).
- How long the invitation link will be valid for.
3. Once the details are provided, click “Copy link” to copy the invitation link to your clipboard.
4. Share the copied link with the users you wish to add.
Users must click the link and follow the instructions to complete the sign-up process within the invitation's validity period.