User Management

Easily manage users on your team by learning how to handle permissions and roles.

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User Management

User Management

How to Invite User?

Date Updated: 30 May, 2024

Introduction:

Invite users to your workspace for improved project management

Who can use this feature?
  • Only Admin can invite users to their workspaces
  • It's available in all plans. see the detailed plan here
How to Invite a User?

Want to invite new teammates to your workspace? It's very easy, just follow the following steps.

Step 1: Accessing the Invite User Feature:
  • Log in to your CrossCheck account.
  • Navigate to the user management section.
  • Look for the "Invite User" button within the user management settings.

Step 2: Fill in User Details:
  • Enter the email addresses of the individuals you wish to invite.
  • Choose the appropriate user role for the invitee (e.g., Admin, Project Manager, QA, Developer).
Step 3: Send Invitations:
  • Review the information entered confirm the invitations and click on the save button.
  • CrossCheck will send email invitations to the specified email addresses with instructions on how to join.

Note:

  • Only Admins and owners can send invitations.
  • Ensure you have available seats in your plan before inviting new users.
  • These users will be invited to that workspace only.

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