User & Resource Management

Invite New Users to Your Account

This article is for Account Owners.

Send a New Invitation

As an Account Owner, 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

As an Account Owner, you can view your account's pending invitations and make changes, if necessary.

  • Click Cancel Invite to remove it from your account and prevent any delivered invitations from being used.
  • Click Resend Invite to re-deliver an email invitation to the new user.
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