How to Invite and Manage Members

This article explains how to invite new members to your organization and how to manage their permissions after they are invited.

Required Permissions Adminstrator privileges

Steps to Invite Members

1. Open the invitation screen From the "Company Settings" menu, open the "Members" tab and click the "Invite" button.
2. Select invitation method In the modal that appears, invite members using either "Email address" or "Shared link" as described below.

A. How to invite by email address

This method sends invitation emails directly to specific members.

1. Enter the email addresses you wish to invite in the text box (you can invite multiple users at once).
2. Select the permissions to grant.
3. Click the "Send" button, and an invitation email will be sent to the specified addresses.

B. How to invite by shared link

This method allows you to share a link via internal chat or other means and have members join.

1. Select the permissions you want to grant.
   • Note: The default permission when issuing an invitation link is Engineer permission. For details on permissions, please refer to Types of Permissions and How to Change Them.
2. Click the "Issue Invitation Link" button and copy the generated URL.
3. Share the link with the target employees. When an employee logs in via the link, they will automatically join with the selected permissions granted.

Changing Permissions After Invitation

This is the procedure for changing the permissions of an invited member.

Note

• Only users with Administrator privileges can change permissions.
• You cannot change your own permissions.

1. Open the "Members" tab (employee management screen).
2. Click the three dots (︙) at the right end of the target member's row.
3. Select "Edit Permissions" and set the new permissions.