User & Resource Management

Invite New Users to Your Account

Send a New Invitation (New Experience)

As an Account Owner or Project Manager, you can give new users access to join your account by sending them an invitation by email.

  1. Go to Account SettingsTeam > People.
  2. Click Add User.
  3. Click on the role you wish to grant the new user. If you choose Project Manager or Requester, select one or more projects to which you wish to grant the new user access.
  4. Enter the new user's email.
  5. Click Confirm to invite the new user or Cancel to exit.

Send a New Invitation (Classic)

As an Account Owner or Project Manager, you can give new users access to join your account by sending them an invitation by email.

  1. Go to Team > People.
  2. Click Add User.
  3. Click on the role you wish to grant the new user. If you choose Project Manager or Requester, select one or more projects to which you wish to grant the new user access.
  4. Enter the new user's email.
  5. Click Confirm to invite the new user or Cancel to exit.

Manage Invitations

You will know if the user has not yet activated their account if their user tile details "User Invited". This will update to the user's name once they have completed registration.

  • Click Resend Invite to re-deliver an email invitation to the new user.
  • Click Cancel Invite to remove it from your account and prevent any delivered invitations from being used.
  • Learn how to change a user's role here.

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