Invite users for a team

Required permissions: Administrator

Invite others to view or participate with you.

• Go to the team dashboard of the team.

• In the Team members block, click Show all team members. You now see an overview of the team members.
• Click the Invite users button.

You now have two options. You can either add existing users to the team or add completely new users.

• Existing users:
  • Select the name from the list.
  • Choose the role: Administrator, Participant, Commenter, Viewer.

Read the article: Overview of roles and permissions

• Click ‘Add existing user’ to add more users.

• New users:
  • Enter the user’s full name (first and last name).
  • Enter the email address.
  • Choose the role: Administrator, Participant, Commenter, Viewer.
  • Click ‘Add new user’ to add more users.

• In the form, type a personal message for the new users. The added users will receive an email with instructions to log in. The personal message will appear in this email.
• You can optionally remove the checkmark to prevent existing users from receiving a notification.
• Click ‘Save.’