How do I invite a user?

Edited

Are you ready to enable your team to work collaboratively? With Visualping Business, you can easily share workspaces and monitor your team notifications all in one place. Note: You must be an Admin user to access this functionality.

In this lesson, you will learn how to:


Invite a user to your team

Step 1:

First, navigate to Settings > Users.

Step 2:

Next, click Invite Users.

Step 3:
Fill out the Invite Users form. You can invite up to 5 users in bulk.

  • Enter theuser's Email address and Name(optional).

  • Select which Workspaces you'd like them to join in the dropdown, All or specific workspaces.

  • Select the user's Role:

    • Admin - Ability to change roles and workspaces for any user. Can edit/view jobs in all workspaces.

    • Editor - Can edit/view jobs in workspaces they are assigned to.

    • Viewer - Can only view the workspaces they are assigned to.

  • Click on Invite Users to send the invite.

The user will receive an invitation email. Once they accept, they'll be added to the team.

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