How to Invite User?

Date Updated: 03 July, 2024

Inviting users to your Crosscheck workspace enhances collaboration and improves project management, crucial for effective software testing. Follow these steps to invite new members to your workspace:

Who can use this feature?

• Only Admin can invite users to their workspaces.

How to Invite a User?

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 to confirm the invitations.
• Click on the "Save" button.
• Crosscheck will send email invitations to the specified email addresses with instructions on how to join.

Frequently Asked Question

Who can invite users to a workspace?

Only Admins and owners can invite users to their workspaces.

Is the invite user feature available in all plans?

Yes, this feature is available in all plans.

What roles can I assign to invited users?

You can assign roles such as Admin, Project Manager, QA, or Developer to the invited users.

What happens if I don't have available seats in my plan?

Ensure you have available seats in your plan before inviting new users. If not, you may need to upgrade your plan.

How will invited users join the workspace?

Invited users will receive email invitations with instructions on how to join the workspace.

Can I invite users to multiple workspaces?

Invitations are sent to a specific workspace only. To invite users to multiple workspaces, you will need to repeat the process for each workspace.

How can I contact support if I face issues while inviting users?

You can reach out to our support team at info@crosscheck.cloud for any assistance or queries related to inviting users.