Table of Contents:
- Invite Members
- Resend Invitation Message
- Delete an Invitation
- Invite by URL (with expiration date)
- Manually Create Accounts
- Enable Per User
- Security: Two-Step Verification
- Inquiries
Invite Members
- Click the "Invite Teammates" button at the top right of the app.
- Enter the email of the person you are inviting.
- Select the project to assign (changes can be made later).
- Assign groups (can be changed later).
- Determine user privileges (changes can be made later).
- Enable time tracking, enable screenshots, and enable/disable web apps using toggle buttons (changes can be made later).
- Decide which floors the invitees can access (changes can be made later).
- Click the "Invite" button.
- When you press the "Invite" button, the URL will be automatically sent (the invitation link is valid for 72 hours).
Resend Invitation Message
- Click the "Invite Teammates" button at the top right of the app.
- Click on the “Manage Invites” tab.
- Click the action arrow icon.
- Click on “Resend”.
Delete an Invitation
- Click the "Invite Teammates" button at the top right of the app.
- Click on the Manage Invitations tab.
- Click on the action trash can icon.
- Click the "Delete" button.
Invite by URL (with expiration date)
- Click the "Invite Teammates" button at the top right of the app.
- Click on the “Invite by URL” tab.
- Click the down arrow in the “Select expiration date” box.
- Select the expiration date for the URL.
- Copy the URL and send it to the other person (Mac: "command + V" keys, Windows: "ctrl + V" keys).
Manually Create Accounts
Administrators can create an account by manually entering their name and email. The created account list will be sent to the account creator's email.
- Click the "Invite Teammates" button at the top right of the app
- Click on the “Create User” tab
- Enter the user's name and email address
- Click the "Create user" button
- It also supports import input using CSV files (name, email). You can create up to 50 accounts at a time.
Enable Per User
- Click the member icon at the top right of the floor to go to the user management page
- Find the user you want to enable the web app for and click the toggle button under "Web App"
Security: Two-Step Verification
You can strengthen security by applying the two-step authentication verification for new users from [Preferences] > [Workspace].
- If a new user receives an invitation to join a workspace with two-step verification enabled, they will need to verify their email address to join.
- If a user receives an invitation through an email address, they can only sign up with that email address, not with a different one.
- As an exception, if users join your workspace using an Apple or Google account, they do not need to go through the 2-step verification process.
Inquiries
If you have any questions or concerns, contact us through text chat support.
@January 30, 2024 Updated by VoicePing Inc.