Inviting and Adding New Users to a Workspace
Note:
- Only users with the Admin or Manager role can invite or manage users. (see "Roles, access levels and access rights").
- User management is done per workspace, not across your entire account.
What are “Users” in EMDESK?
A user is a real person who works in your EMDESK workspace. They can work on behalf of one or several project participants and will only see what their permissions allow.
People can only access a workspace if they were explicitly invited via email.
You can invite any person with an email address. If they do not yet have an EMDESK account, they will be asked to create one during the invitation process.
How to Invite New Users
- Click Users in Home menu to open the "Users" section.
Click + Invite New User. This opens the Invite new team members dialog.
Type one or several email addresses. You can separate them with commas, semicolons, or spaces.
Then 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 a link is sent to each of the provided email addresses. The invitees join a workspace via this email invitation.
- The link is valid for 7 days. After this time, or if the user has misplaced the original email, you can resend an invite.
Invited users appear in the Users tab with a pending status until they accept the invitation.
- You can already review and manage access rights of the invited user(s) whilst they are in pending status.
Note: All new users are defaulted to the Regular Users with Manage access rights to all sections: Projects & Activities, Participants, Documents, Budget and Expenses (read more about "Roles, access levels and access rights").
If the User Has Trouble Accepting the Invitation
Sometimes an invite expires or a user cannot locate the original email. You can fix this from the user’s menu (three dots next to their name):
Resend invitation
Sends a new invitation email with a fresh 7-day link.
Copy invitation link
Allows you to send the link manually (e.g., via your own email or messenger).
Next step: Once you've invited users and defined their access rights, the next step is organising them into groups.