Inviting Users to Your Rapport Workspace.

Workspaces are designed for focused collaboration. You can invite teammates to specific Workspaces, assign roles, and manage what they can see or do — all from the Settings tab.

Where to Manage Workspace Users

1. Open the Workspace you want to manage.

2. Click the Settings tab.

3. Scroll to Manage Users.

From here, you can invite users within your Organisation or outside of it

Invite Existing Organisation Members

1. Click Invite User to the Workspace.

2. Select a user from your Organisation list (users already in the Workspace are greyed out).

3. Choose their access level:

4. Click Invite — the user is added instantly.

Invite Users Outside the Organisation

1. In Manage Users, click Invite User.

2. Choose Invite user outside Organisation.

3. Set their access level (Admin, Member, or View Only).

4. Click Generate Invite Link.

5. Copy and share the link manually via email or chat.

Once the invitee signs up (if needed):

• They’re added to your Organisation (default role: View Only).

• They’re added to the Workspace with the role you assigned.

Managing Permissions

• External users become part of your Organisation automatically.

• You can edit or revoke Workspace access anytime via Manage Users.

• Invite links are not sent automatically — be sure to share them manually.

💡 Use Workspace-level invites for project collaboration and Organisation-level invites for account-wide access