All Collections
FAQ
How to add a new member to the workspace
How to add a new member to the workspace

As owner, you control workspace creation & changes. Add members, assign roles, & accounts in your created workspace.

Joe Sutcliffe avatar
Written by Joe Sutcliffe
Updated over a week ago

To add a new member to the Ocoya workspace:

  • Click on Settings on the dashboard that is located on the left side of your screen.

  • Once you are on the Settings page go ahead and click Users.

  • You will be re-directed into the Active Users page, where you can see what users are currently active on the workspace and click Add new user.

  • On this page, you can choose what role you want to give the invitee as well as option to give the invitee the approver status.

  • Once you invite the user via email, you should see pending invites just below the active users as shown in the picture.

  • The person who is invited should receive the email shown below and then simply click. And you are done!(Note: If you are inviting an account that you manage, make sure you log out previous to clicking Accept Invitation because It will just redirect you to your account)

Did this answer your question?