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DocumentationAPI ReferenceIntegrationsAdministrationChangelog
DocumentationAPI ReferenceIntegrationsAdministrationChangelog
  • Administration
    • Account Access & Login
      • Manage User Roles
      • Invite Users
    • Early Access Program
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  • Who Can Invite Users
  • Invite a New User
AdministrationTeam Members

Invite Users

Invite and manage users in your workspace
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Admin Dashboard

Shortcuts to whitelabel guides. Use the admin section in your dashboard for these tasks.
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Who Can Invite Users

Only users with appropriate permissions can invite new users to a workspace. Based on your role management settings:

  • Super Admins can manage all users and assign any role
  • Admins can manage users and assign roles (except Super Admin)
  • Members cannot invite or manage other users

Invite a New User

Follow these steps to invite a new user to your workspace:

1

Navigate to Settings in the left-hand sidebar.

2

Click on the Members section.

3

Click the Invite User button.

4

Enter the new user’s email address, select a role to assign upon acceptance, and choose how to deliver the invitation:

  • Generate an invitation link that you can copy and share
  • Send the invitation link directly via email to the specified address

Selecting a role assigns it automatically when the invite is accepted. The invitation is valid only for the specified email address.

User invitation modal

5

If you chose to generate a link, copy it and share it with the user.

6

If you chose to send the invite by email, click Send invite. The invitation link will be emailed directly to the address you entered.