Invite and add new users
- To invite or manage users you have to be the Admin or Manager level user (see "Roles, access levels and access rights").
- Adding and managing users is done separately for each of your workspaces.
Users are actual people behind project participants that work in a project workspace. 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 being invited to the project workspace via an email.
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 a project workspace.
Click Users in Home menu to open the "Users" section.
Click + Invite New User at the bottom of the section, this will open the "Invite new team members" box.
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 an invitation 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.
Each invited user with its email address is now listed in the "Users" tab as pending with the "Information" icon until they accept the invitation to join the project.
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").