All guides
Staff workspace

Invite staff and manage access

Invite a colleague with a role, send or copy the link and withdraw access when someone leaves.

Administrators
0 of 4 steps done
  1. Open Staff and access

    Managing staff access is for administrators and HR. The page shows the Team and the Invitations.

    This page needs a free account.

    Open the page
  2. Send an invitation

    Enter the email and choose a role. The first name, last name, job title and department are optional. Roles are presets, so you never tick permissions one by one. Press Send invitation.

  3. Share the link yourself if needed

    If the email could not be sent, copy the link and send it yourself. The link works for seven days and only once.

  4. Change a role or withdraw access

    Open a person in the directory and choose a role to change what they can do, or leave it on Keep current role. Use Withdraw on the Staff and access page to remove access.

Good to know
  • Every staff member can reach all trainings and tools of the platform, whatever their workspace role.
Next guide
Administration: users, permissions and analytics