Add a User
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Invite a new user to the company workspace.

Go to the Users tab.
Click +.
A pop-up window will appear.

Enter an email and press Enter.
You can add multiple emails.
Select a user role from the Company role dropdown menu.
You can change the user role later.
Select one or multiple permissions from the Company permissions dropdown menu (optional).
You can change the user permissions later.
Add a personal message at the Message field (optional).
Click the Send button.
A user will get an Invited status and will receive an email with a link to follow for signing up at the company.
The confirmation link expires in 24 hours.
Invite a company user to join the Project team.

Open a Project and go to the Team tab.
Click +.
A pop-up window will appear.
Select Current member.
A pop-up window will appear.

Select one or multiple company members.
Click the Add button.
A user will receive an email with a link to the Project.
Invite a new user to join the Project team and the company.

Open a Project and go to the Team tab.
Click +.
A pop-up window will appear.
Select New member.
A pop-up window will appear.

Enter an email and press Enter.
You can add multiple emails.
Select one or multiple permissions from the Company permissions dropdown menu (optional).
You can change the user permissions later.
Add a personal message at the Message field (optional).
Click the Send button.
A user will get a Guest role with Invited status and will receive an email with a link to follow for signing up at the company.
The confirmation link expires in 24 hours.
Last updated