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Invite people to your workspace

Add a colleague, choose their role, and what they see when the invitation arrives.

Who can do this:Tenant AdministratorHelp Desk Administrator

Watch it done (0:31, music only, no narration). The steps below cover the same ground in writing.

Add someone

  1. Step 1: In the sidebar, under Administration, choose People.

    The People page listing the workspace’s members, their roles and status

  2. Step 2: Choose Add someone.

  3. Step 3: Type their Email and Name, and choose a Role.

    The role decides what they can see and do. Most of your team will be Help Desk Agent; everyone who only raises tickets is an End User. See Roles and permissions.

    The Add someone to this workspace form with email, name and role

  4. Step 4: Choose Add. They appear in the list straight away, marked Inactive until they choose a password.

    The new member in the People list with an Inactive status

What the person you invited does

  1. Step 1: They receive an email, You have been invited to …, with a link that works once, for seven days.

  2. Step 2: The link opens Choose your password. They type a password twice and choose Set password.

    The Choose your password page an invited person sees

  3. Step 3: They choose Sign in. Their status on the People page changes to Active.

Good to know

  • You add people one at a time. To load many people at once, see Import and export data.
  • There is no resend button. If an invitation has expired, choose Remove on their row, then add them again.
  • You cannot give somebody a role that can do more than yours can.
  • If the invitation email could not be sent, the page says so. Check the email settings, then remove and add them again.

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