You have the option to add colleagues and employees to your company. By doing so, these members gain the ability to publish projects within your company while also facilitating shared administration of the company.
You must have the "members" permission on your role within the company to manage other members of the company.
General
Adding employers
There are several methods available to bring employers into your company:
Invitations - often the easiest way to bring in a small amount of employers at any given time is simply be email invitation.
Member requests - if you would like employers to request access to your company on their own while you manage the requests and approve or decline who gets let in.
Magic link - if you want to add many employers as quickly as possible, you will be able to send out a magic link to those you want to add and all they have to do is click the link to get started.
Roles
As a company administrator, you may add and manage custom roles to assign to your members. These roles allow you to determine all possible permissions a group of members have within the company and what actions they are permitted to take.
Managing employers
Once members have joined your company, you will be able to track their activity and manage their access to your company.
You can change an employer's role.
You can send a direct message to an individual employer.
You can remove an employer from the company.
How To
Add employers via invite
You can invite a member to join your company with these steps:
Click "Members" below the "Company content" group in the main navigation.
Click on the "+ Invite" button.
Enter the email or emails of the employers you want to invite.
Enter the role you want them to have within the company.
View employer invites
If you wish to view all existing invites issued to employers for your company:
Click "Members" below the "Company content" group in the main navigation.
Click on the "Invites" tab
Delete a pending invite
If you wish to cancel or delete a pending invite for an employer:
Click "Members" below the "Company content" group in the main navigation.
Click on the "Invites" tab
Click on the delete icon next to the invite you wish to delete.
Accept or decline a member request
To accept or decline a member request, either click the notification you received to view the request, or:
Click "Members" below the "Company content" group in the main navigation.
Click on the "Requests" tab
Click on the request you would like to accept or decline
Accept or decline the request.
Add members via magic link
With a magic link, you can pass it out to colleagues or trusted users who want to join your company. They can simply click the link and will be added as an employer of your company.
Magic links are turned off by default, but to enabled it, follow these steps:
Click "Settings" below the "Company" group in the main navigation.
Click on "Magic link" below the "Members" group of the available settings
Check the “Enable magic link” checkbox
Click "Submit" to save this setting.
You can now pass out the magic link URL.
Magic links are great for ease of use, but remember that anyone who has this link can join your company, so make sure to share it wisely. If you do get in to trouble with it, you can always turn it off or rotate it (see below).
Rotate a magic link
If you believe your magic link has gotten into the wrong hands, but want to continue using it as a feature, you can rotate or change your link by following these steps:
Click "Settings" below the "Company" group in the main navigation.
Click on "Magic link" below the "Members" group of the available settings
Click on the "Generate" button under the "Generate new link" section.
Rotating your link will render your previous link invalid and you will need to pass out your newly provided link provided in the magic link URL.
Delete a member
To delete a member from a company:
Click "Members" below the "Company content" group in the main navigation.
Click the delete icon next to the member you wish to delete.