What is it used for?
To invite additional users to different spaces
INVITE USERS
Jenny invites Mike to the Marketing space, Megan and Helen to Features space, and Simon to user testing space
Required Access
Administrator can invite other users
Jenny can also revoke anyone's access to a space
Any words of advice?
The total number of users in a plan includes the Administrator
Jenny's pro-five plan includes herself (Administrator) and four other users
Steps
Jenny, do you mind running us through how you added other users to different spaces?
To create a requirement
Select a space
Click on the add user symbol in the left vertical menu
Add as a new user or add an existing user to a space
Click on Invite
Invite is sent to the user's email address
Only new users receive email invite, existing users are just added to the new space
Managing Users
What if Helen leaves the team and Jenny wants to add another user in her place?
Archived and Active users
Jenny just needs to revoke Helen's access and archive her account. This will free up Helen's user license. Jenny can then add another user in Helen's place.
More of a video person?
Watch the video to understand how to invite and revoke user accounts within Projetify.
Sign up today!Features
Jenny, any additional information for the users?