Invite a user

1. Open Settings → Users & Roles.
2. Click + Invite User.
3. Enter their Email address.
4. Choose their access:
   • Turn on Account Owner or Account Admin for full access to every workspace, or
   • Under Workspace access, click + Add a workspace... and assign them Responder or Workspace Admin in that workspace.
5. Click Send Invite.

Service Admin isn't offered here

To make someone a Service Admin, invite them first with any other access, then open Manage Access on their row and assign it there along with the specific services they'll administer.

Invites only reach your organization's approved email domain

An invite to an email outside your organization's whitelisted domain is rejected.

An invite expires after 7 days. Send a new one if it lapses before the person accepts.

Who can invite whom

You can only invite someone up to your own role — never higher:

Your role	Can invite up to
Responder	Can't invite anyone
Service Admin	Service Admin
Workspace Admin	Workspace Admin, only in a workspace you administer
Account Admin	Account Admin
Account Owner	Any role

FAQ

Can I invite someone directly as Service Admin?

No. Invite them with any other access first, then assign Service Admin and their services from Manage Access.

What happens if an invite expires before someone accepts it?

It stops working. Send a new invite to the same address.

Can a Workspace Admin invite someone into a workspace they don't administer?

No. A Workspace Admin can only invite people into workspaces they themselves administer.