Invite a user to a company

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Inviting a user to a project doesn't automatically give them access to the rest of your company's projects. Inviting a user to a project is often used to grant access to third parties involved in a project. If you want to add a user to all projects of your company, it is best to add this user at company level. This usually applies to permanent employees of a company.

Instructions

Click Companies in the navigation menu.

User interface displaying company assets with a search bar and navigation menu.

Select the company you want to invite the user to.
Go to the Invite Users tab.

User management interface for editing company details and selecting user permissions.

Enter the user's email address and select the permissions you want to give to the user.

Please note!

You must select at least one permission, but you can of course assign multiple or all permissions to a user. ViewProject and Notifications are automatically checked.

Press Invite to send the invitation.

Hint!

To check which users have an outstanding invite, go to the Users page. If the message invitation sent is visible next to a user, that user has not yet accepted the invite and will be unable to log in.

User management interface displaying search results for 'John Doe' with invitation status.