To Invite a User
To invite a user to a workspace, navigate to the the Users tab of the Workspace Settings page and click the Invite button.
Fill in the fields and click the Invite button once you’re done.
To invite multiple users simultaneously, click the Add more button.
Please note that invited users will need to accept the invitation by clicking a confirmation link sent to their email address. They will be prompted to set a password if they haven’t set up their account already.
To Add a User
To directly add a user to a workspace without the need for a confirmation email, navigate to the Users tab of the Workspace Settings page and click the Add button.
Fill in the fields and click the Add button once you’re done. Please note that we automatically generate a strong password for the new user. Don’t forget to save this password before clicking Add.
To add multiple users simultaneously, click the Add more button.
To Change a User’s Permissions
To change a user’s permissions, navigate to the Users tab on Workspace Settings page, find the user whose permissions you want to update, and then click the Manage dropdown button and select Permissions from the menu.
You can directly set permissions using a custom role if you’ve created one in the Custom Role tab in your Workspace Settings. Just go to the Manage Custom Roles section and select the role you want.
If you don’t have a custom role, you can manually update the permissions in the Override Permissions section. Just select any permissions group, and then select if you want to Allow or Deny a permission to the user.
To Remove a User
To remove a user from a workspace, go to the Workspace Settings page and select the Users tab.
Find the user you want to remove and click the Manage dropdown button, and then select the Remove menu item.
A confirmation message will appear. Click the Yes, I understand & confirm! button if you want to proceed in removing, or click the No button if you want to cancel.