Grow your organization by inviting colleagues to join your workspace. Follow these steps to send an invitation and onboard new users.

Step 1: Send the Invitation #

1. Navigate to Settings: Click on Settings in the left-hand menu.
2. Open Users Tab: Click on the Users tab to access team management.
3. Enter Details: Locate the Invite New User section. Enter the valid email address of the person you wish to invite.
4. Send: Click the Send Invite button. The system will immediately dispatch an invitation email to that address.

Step 2: User Acceptance (What happens next?) #

Once the invite is sent, the new member needs to complete the setup process:

1. Check Inbox: The user will receive an automated email with the subject line “Invitation to join [Your Workspace Name].”
2. Accept Invite: They must open the email and click the Accept Invite link.
3. Create Account: The link will direct them to a registration page where they will define their password to secure their account.
4. Login: Once the password is set, their account is created, and they will be logged into the workspace immediately.