Invite and add new users

Note:

Users are the actual people behind the project participants that work on the project. Users can work on behalf of selected or all participants and have access according to their defined permissions.

People can only get access to a workspace by:

You can invite to a workspace any person with an email address, regardless of them already owning an EMDESK account or not (if they do not have an EMDESK account, they will be asked to sign up). 

Follow the instructions below on how to add new users to your project workspace.

1

Click Users in Home menu to open the "Users" section.

2

Click  + Invite New User at the bottom of the section, this will open the "Invite new team members" box.

3

Type an email address of the person you want to join the project workspace (separate email addresses using comma, semicolon, or space) and click Invite.

Tip: Many email addresses? You can copy and paste email addresses into the area. Just make sure they are separated by comma, semicolon, or space.
Note:
  • The email invite with the link and personal message will be sent to each of the provided email addresses, the invitees are supposed to join a project via this email invitation.
  • The link in the mail invite is valid for 7 days. After this time, or if the user has misplaced the original email, you can resend an invite.
4

Each invited user with its email address is now listed in the "Users" tab as pending until they accept the invitation to join the project. Anyone who has requested project access appears here too. To see whether it is invitation or approval that is pending, hover over the "Information" icon at the email address.

5

You can already review and manage access rights of the invited user(s) whilst they are in pending status.

Note: All added users are defaulted to the  Regular Users with Manage access rights to all sections: "Activities", "Participants", "Documents", and "Resources" (read more about  "Roles, access levels and access rights").
Next step: Once you've invited users and defined their access rights, the next step is organizing them into groups.
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