Invite and Manage Memebers
Invite your team members to your account to benefit from collaboration features on Workiom.
Transcript
Invite new user
To invite your teammates
- Navigate to workspace settings
- Click Manage members
- Click “+ Invite” button
- In the invite dialogue you can write multiple emails separated by commas “,” to invite multiple users at the same time.
- You can also select the role of the user while inviting them.
- The users will receive an email when invited to complete their sign up process and join the workspace.
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Invitations options
Resend invitation
You can resend the invitation to user in case they didn’t receive it the first team, simply do the following:
- Hover over the user
- Open the 3 dots menu
- Click “Resend invitation”
- This will send an email to the user to accept the invitation and complete the signup process
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Copy invite link
You can invite your teammates through other channels
- Hover over the user
- Click the 3 dots menu
- Click copy invite link
- Got to your preferred channel
- Paste the link and send it to the teammate you’d like to invite to the workspace
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Delete invitation
If you no longer wish to have a particular user join your workspace, before they accept the invitation you can:
- Hover over the user
- Click the 3 dots menu
- Click delete invitation
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User options
Deactivate user
When a user no longer needs to log on the workspace you deactivate their account:
- Hover over the user
- Click the 3 dots menu
- Click “Deactivate”
- The user will no longer be able to log on to the workspace
- This will free their seat and other users can be invited
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Change user type
You can change the user type based on the level of access they need
- Hover over the user
- Click the 3 dots menu
- Click change user type
- Select the type that is most appropriate for this user
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Assign team
You can assign the teams to users to grant them the permissions assigned to that specific team
- Hover over the user
- Click the 3 dots menu
- Click Assign team
- Select all the teams you want the user to be a part of
- Click save
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