• NOTE: The joining of a new user, into the workspace, and a users role definition in the workspace, must be done (or approved) by a workspace admin. Because of its financial implications.

Inviting a new user

Inviting a new user can be done from 2 different places:

  • Users tab under Workspace management page;

  • Collaborators tab in a specific project (this option will invite the user in to the workspace and the chosen project automatically)

Workspace management

  1. Click on your user avatar in the top right corner of the web application

  2. Click on "workspace management" option

  3. Make sure you are on the "Users" tab

  4. On the top of the page insert the intended email

  5. Continue and choose the roles the specific user will get (For more about the different roles and how they work check out this article "User roles")

  6. Click on "Invite user" button

Project collaborators

  1. Enter the intended project

  2. Click on "Collaborators" tab

  3. On the top of the page insert the intended email

  4. Continue and choose the roles the specific user will get (This will affect only new users to the workspace- If the user is not new in the workspace you can skip over selecting roles)

  5. Click on "Add collaborators" button

    • NOTE: If you are not a workspace admin, inviting a new user via project collaborators tab, will send a request to the workspace admins, and only after it is approved, the intended user will receive an invitation.

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