Invite colleague and partners to collaborate
- Emilie Nucci
Introduction
The feature allows inviting people to collaborate in the space, whether they have an account on the platform or not. When a person is invited to collaborate in the space, they gain access to it and all the information it contains. Depending on their role on the platform, they have access to all or some of the functionalities.
Permissions
By default, both contributors and administrators are authorized to invite members to collaborate within workspaces. Administrators have this capability across all workspaces, while contributors are limited to managing members within the workspaces they have created.
This option can be enabled for any paid role from the role administration interface.
To learn more about general roles and licensing and default configuration, please refer to the documentation.
How it works
The pop-up window for inviting a colleague or a partner appears in different situations:
Automatically after creating a space
By clicking on the "More" or "Share" button within a workspace.
Click "Go to Workspace" to access the workspace of your choice.
Click “Share”
Search for users by lastname, firstname or email.
After selecting a user, they appear in the "Add team member" field, and the "Send Invitation" button becomes active.
Enter an email address and press the enter key to add users who are not registered on the platform.
Click “Send invite”
Clicking on "Send Invitation" sends a notification email to the selected user. This email contains a button that directs straight to the workspace.
For external users: they are invited to accept the general terms and conditions of use of the platform, then to change their passwords for security reasons, and finally to enter the missing information in their profiles such as First Name and Last Name. After these operations, they gain access to the space to which they have been invited, as well as to the rest of the platform according to their role. By default, external users are assigned a "Reader" role, but this can be configured from the role management interface.
The invited user appears in the member list with their photo.
Click "Copy space link" to copy the space link to your clipboard.
Note that sharing the link with someone who has not been added to the space will not grant them access to it.