Inviting users from other organizations

You can collaborate with users from other organizations.

When you invite such external users, they will not be using your license pool: You don’t need to increase your license to accommodate such users.

The invited users can only get content permissions:

  • By default, no access to all work spaces.

  • You must assign appropriate specific work spaces permissions.

To invite external users:

  1. Open Manage Users.

  2. Click the Plus icon on the top right.

  3. Click Invite Existing User:

    The Invite Existing User dialog opens:

  4. Enter the users email address.

  5. Click Invite.

  6. The user gets the invitation by email and is added to your organization with content permissions only and initially with no access.

  7. Edit the invited user to assign them with the appropriate permissions to the relevant work spaces.

    The user is ready to collaborate.

Note:

  • These invited users must be active and licensed in their own organization.

  • In Manage Users, invited users are not allocated with a license from your organization:

  • If the parent organization deactivates or removes a user invited by you, you will get notified.

    • If your invited user is inactivated in the parent organization, it iwll also become inactive for you.

       

 

 See also:Manage Users overview