Invite and Assign Permissions Open

GoalCopy Anchor Link

Inviting a member to an organization and assigning them permissions.

Before you startCopy Anchor Link

You must have owner or admin organization role.

StepsCopy Anchor Link

1. Navigate to the Hub application.
2. In the left sidebar, click on Members. This will take you to the Members overview.
3. Click on the Invitations tab.
4. Click the Invite User button. This will open the "Invite User" dialog.
5. In the "Invite User" dialog, enter the email address of the user you want to invite.
6. Select the desired role from the dropdown menu (e.g., Member, Admin). This role determines their initial access level.
7. To invite multiple users, click the + icon and repeat steps 5 and 6 for each additional user.
8. Click Send invites. An invitation email will be sent to the specified email addresses.

HandoffsCopy Anchor Link

Once the user accepts the invitation, they will be onboarded to the organization. Further permission assignments can be managed via Organization Permission Sets.

RelatedCopy Anchor Link

• Members overview
• Organization Permission Sets