Inviting Users to Workspaces

After you create a workspace, you’ll want to be able to invite new users.

Roles Able to Invite New Users

By default, only the Primary Owner and Owner are able to invite new users to a workspace.

Using custom roles, any user with the Workspace > Manage Workspace custom role permission will be able to invite new users.

More information about Custom Roles can be found here.

Inviting New Users

Please click each step below to expand it for more detail.

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. Enterprise

More information about Seats and Billing can be found here.

A screenshot of the sidebar and submenu is below.

Screenshot of the sidebar from the Web App.

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.

The Add User Button

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.

More details about how roles affect permissions can be found here.

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.

More information about Seats and Billing can be found here.

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.

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 Article.

The process follows the image above but is explained in more detail below. Please click a step to expand it.