Invite Users to Workspaces

Inviting Users to Your Rapport Workspace

Workspaces within your Rapport organization allow you to collaborate with specific users on projects. You can invite existing members of your organization or users who aren't currently part of the organization.

Inviting Existing Organization Members:

1. Open the workspace you want to manage users for.

2. Look for the "Manage Users" section via the ellipses on the Workspace.

3. A drop-down menu will list all members of your organization.
   

   

4. Choose the user you want to invite from the dropdown.

5. Select their access level: Admin, Member, or View Only. The dropdown will automatically disable users already in the workspace.

6. Click "Invite" to send the user an invitation. They'll be added to the workspace immediately upon acceptance.
   

Inviting Users Outside the Organization:

1. Open the workspace you want to manage users for.

2. Look for "Manage Users" in the drop down.
   

   

3. Click “Add User to the Workspace”. A pop-up will appear with Invite user to the workspace.

4. Select the desired access level for the external user: Admin, Member, or View Only.

   

5. Click "Generate invite link". A unique link will be created.
   

   

6. Copy and paste this link into your preferred communication method (email, chat, etc.) to send the invite to the user.
   

   

7. Once the user clicks the link and completes any necessary sign-up steps (if a new user), they'll be added to the workspace with the designated access level.

Important Note:

• When inviting users outside your organization, they are automatically added as members of your organization with a "View Only" access level. This ensures basic visibility within your organization for administrative purposes. However, their access within the specific workspace you invited them to will be based on the selected role (Admin, Member, or View Only).

Additional Tips:

• You can manage user access levels within the workspace later if needed.