Inviting a user gives them access to your workspace. You'll assign them to an organization and a role, which together determine what they can see and do.
Inviting a user without SSO
Click your Settings icon, then go to Manage users to see everyone in your workspace. The page has three tabs:
User account: all the users in your workspace.
Invitation sent: the invitations you've sent.
Pending account request: the account creation requests you've received.
The list shows each user's first name, last name, email, role and status.
Use the Search bar to find a user, or click the filter icon next to it to open the Filters panel on the right and filter users by role.
2. Click Add user in the top right to create a new user.
3. Fill in the user's details:
First name and Last name
Email
Phone (optional)
Organization: choose from the dropdown. Don't have one yet? Create an organization first.
Role: defines what the user can see and do. See Understanding Roles and Permissions.
4. Click Send Invitation.
Your invitation now appears in the Invitation sent tab.
Automatic provisioning of Users with SSO
When SSO is enabled on your Moments Lab workspace, accounts are automatically created for users who sign in with SSO. New users are assigned a default role and organization. Contact our support team to learn more.
What's next
If you haven't set up an organization yet, learn how to create one. You can also learn about roles and permissions to choose the right role for each user.
Need more help? Reach out to our Support team, we're happy to help.