Invite and add new users

Note: To invite or manage users you have to be an Admin or a Manager level user. (see 'Roles, access levels and access rights')

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 project by:

You can invite to a project 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). 

 Adding and managing users is done separately for each of your projects.

1
Select the 'Users' menu item of the 'Home' menu: 

2
Select the 'Invite New User' button at the bottom left of the screen:

3
The 'Invite new team members to the project' box will display:

  • Type every email address of the person you want to invite to join the project (separate email addresses using a comma, semicolon or space) 
  • Enter a personal message to your invitees; explaining why they are receiving this email with a link.
  • Click ‘Invite’ to send invites.
Note: We will sent an email invite to each of provided email addresses including the personal message, inviting the person to join the project via the personal URL. 
Tip: Many email addresses? You can copy and paste email addresses into the area. Just make sure they are separated using a comma, semicolon or space.
4
Each invited user with its email address is now listed in the 'User' section as pending until the invite is accepted by the user (see ' Join a project via email invitation'):
  • Anyone who has requested project access will appear here too - if you hover over the 'i' you'll see whether it is invitation or approval that is pending.
Note: 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.
5

Now review and set the correct access roles and rights for the invited user(s). 

Tip: 
Next Step: Once you've invited users, the next step is to define their access rights or to organize them in groups.
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