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Inviting a New User

Invitation Steps

Follow these steps to add a new member to your workspace.
1

Navigate to Permissions

Navigate to the Settings page and click on Membership & Permissions.
2

Open the Invitation Form

Click the “Invite New User” button to open the invitation modal.
3

Enter Details and Assign a Role

Enter the new user’s email address and select their role from the dropdown menu (Admin or Guest).
4

Send the Invitation

Click “Send Invitation”. An email will be sent to the user with a login link, and their account will be created in a pending state.
User Invitation Modal