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After you create a workspace, you’ll want to be able to invite new users.
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Using custom roles, any user with the Workspace Users > Manage Workspace Users custom role permission will be able to invite new users.
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Please click each step below to expand it for more detail.
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| If you are unable to invite new users to your workspace, it might be because you do not have seats for the amount of users you are trying to invite. If you do not have enough seats, you may be prompted to increase the amounts of seats in your plan.
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| title | 2. Select the Users & Groups Menu from the sidebar then the Users submenu. |
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A screenshot of the sidebar and submenu is below.
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If this button does not appear, you are unable to invite new users to your workspace. Check with your workspace’s Primary Owner to make sure have the correct permissions detailed in the section above named Roles Able to Invite New Users.  |
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From this screen, you may enter the email of the person you would like to invite as well as the Roles you would like them to have. A user may have multiple roles.  |
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If the amount of users you are inviting is larger than the amount of seats in your plan, you will be prompted to update your plan. |
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Just click invite and your users will receive their invitations. the system will do the rest!  You will also see window afterwards showing you how many users you have invited as well as how many seats in your plan you have left.  |
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Once you have invited users to your workspace, one of two outcomes will occur for each user: If the user already has a Gruntify account If the email address you invited is already associated with a Gruntify account, that user will be immediately added as an active user in your workspace. They will receive an email like below to inform them of this and provide them with easy access to check out the workspace. No further action is required for the user to start working.  If the user does not have a Gruntify account If the email address you invited is not associated with a Gruntify account, the user will receive an email like below prompting them to sign up. This email includes a ‘magic link’ which will allow them to the user to create their account and accept the invite . They must click 'ACCEPT INVITE' to gain access to the workspace.  all at once. Until the user signs up with this link, they will remain as a pending user in your workspace and will not be able to start work.
 If any of your users have difficulty signing up or navigating the invites, please feel free to raise a support ticket with us and we will be happy to help. |
Bulk Inviting New Users
Gruntify also supports bulk invites for inviting new users to your workspace. Similar to inviting new users as the above instructions, we can instead use Bulk Invites in the Bulk Invite tab of the User Invite window.
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Bulk user invitation allows you to enter multiple emails onto a spreadsheet, upload the spreadsheet and send an invite to large amount of emails address where entering each email individually might become tedious or inefficient. All entered users gain the Controller role and all associated permissions of that role detailed in the Roles ArticleIn the spreadsheet, you will need to add one or more roles in the ‘Roles’ column for each user. You can refer to any role in your workspace (including custom roles) by name, and specify multiple roles by separating each with a semicolon (;).
The process follows the image above but is explained in more detail below. Please click a step to expand it.
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If you are unable to invite new users to your workspace, it might be because you do not have seats for the amount of users you are trying to invite. If you do not have enough seats, you may be prompted to increase the amounts of seats in your plan. Enterprise customers and workspaces are not seat-limited in their plans.
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Click the link below the instruction to download the Bulk Invite Template. An example of a filled template is included in the next step. |
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Enter each email onto a new line with roles in the second column, and save the file when you are done.  |
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The CSV Template can then be uploaded and you will be shown a preview of how many valid users are able to be invited as well as how many have already been invited or are already in the workspace.  |
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Once you have invited users to your workspace, one of two outcomes will occur for each user: If the user already has a Gruntify account If the email address you invited is already associated with a Gruntify account, that user will be immediately added as an active user in your workspace. They will receive an email like below to inform them of this and provide them with easy access to check out the workspace. No further action is required for the user to start working. If the user does not have a Gruntify account If the email address you invited is not associated with a Gruntify account, the user will receive an email like below prompting them to sign up. This email includes a ‘magic link’ which will allow them to accept the invite. They must click 'ACCEPT INVITE' to gain access to the workspace. the user to create their account and accept the invite all at once. Until the user signs up with this link, they will remain as a pending user in your workspace and will not be able to start work.
If any of your users have difficulty signing up or navigating the invites, please feel free to raise a support ticket with us and we will be happy to help. |