For the complete documentation index, see llms.txt. This page is also available as Markdown.

Add a User

Add a New Company User

Invite a new user to the company workspace.

1

Go to the Users tab.

2

Click +.

A pop-up window will appear.

3

Enter an email and press Enter.

You can add multiple emails.

4

Select a user role from the Company role dropdown menu.

You can change the user role later.

5

Select one or multiple permissions from the Company permissions dropdown menu (optional).

You can change the user permissions later.

6

Add a personal message at the Message field (optional).

7

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.

Add a New Project User

Add Current Member

Invite a company user to join the Project team.

1

Open a Project and go to the Team tab.

2

Click +.

A pop-up window will appear.

3

Select Current member.

A pop-up window will appear.

4

Select one or multiple company members.

5

Click the Add button.

A user will receive an email with a link to the Project.

Add New Member

Invite a new user to join the Project team and the company.

1

Open a Project and go to the Team tab.

2

Click +.

A pop-up window will appear.

3

Select New member.

A pop-up window will appear.

4

Enter an email and press Enter.

You can add multiple emails.

5

Select one or multiple permissions from the Company permissions dropdown menu (optional).

You can change the user permissions later.

6

Add a personal message at the Message field (optional).

7

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.

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