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Invite people to your workspace
Add teammates with Quick invite, bring in a whole list with Bulk invite, and add members to projects.
1 min read
Everyone who works with documents should be in the workspace: that is what keeps the record complete. Invites take seconds.
Quick invite
- 1
Click Invite people at the bottom of the sidebar.
The Invite people button at the bottom of the sidebar
screenshots/getting-started/invite-people-to-your-workspace/invite-button.png
- 2
On the Quick invite tab, enter one or more email addresses and pick a role for them.
The Quick invite tab with email addresses entered and a role selected
screenshots/getting-started/invite-people-to-your-workspace/quick-invite.png
- 3
Send. Each person gets an email with a link to join your workspace.
Bulk invite
Adding a whole team? Switch to the Bulk invite tab and paste a list with an email and role for each person. fluxems validates the list before anything is sent.
Adding people to a project
Workspace membership and project membership are separate. Inside a project, use Manage, then Members to add people to that project, or click Invite people while you are in the project.
Roles control what people can do
A role decides what someone can see and change. Administrators manage roles under Security and permissions.
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