Invite a teammate to your workspace by email
Send an invitation by email, and choose your teammate’s roles in advance. They get a link that works for 7 days, set their own name and password or sign in with their existing account, and start with the right permissions.
Before you start · 1 thing · for owners and managersRoles that fit your team or the two default roles
- You need: The “Invite users” permission
- Roles that fit your team, or use the two default roles.
Steps
What the invited person does
An expired invitation
After 7 days, the link stops working. Someone who doesn’t want to join can simply ignore the email. You may get one email telling you the invitation expired without a reply, so you can decide whether to resend it.
An invitation or a direct add
An invitation suits anyone you bring in: a new person sets their own name and password, and someone with a Corteksa account signs in with it. If you’d rather create the account yourself, with a password emailed to them, see Add a member directly with a password.
An invitation has no team. To put the person in a team, choose Edit user in their row once they’ve joined. See Create teams to turn on the Team-wide access level.
Roles stay correct
If a role is renamed before the invitation is accepted, the invitation stays valid. If the role is deleted, it’s only dropped from the invitation.
If something goes wrong
A real example
4 field technicians joined, and each of them needs to see only their own visits.
- The manager created a “Field technician” role at the “If responsible” level on the “Visits” unit. See Create a role and set its permissions.
- He invited them by email with that role.
Each technician sees only their own visits from their first sign-in, with no extra setup.