Invite new users to your site
1. Open Users & Groups
Section titled “1. Open Users & Groups”Open the Manage menu in the top navigation and select Users & Groups. You can also select the Users & Groups tab in the Data Manager.
2. Select ‘Invite user’
Section titled “2. Select ‘Invite user’”To invite someone straight into a group, select the group in the groups panel first, then select Invite user. The group is added to the invitation for you.
3. Complete the invitation
Section titled “3. Complete the invitation”
- Email: the email address to send the invitation to. If nobody has a Koordinates ID with this address yet, the person will need to create one to accept the invitation.
- Role & Seats: tick Site administrator to give the new user full access to all site settings, users and groups. This also gives them a Paid Seat, so you can’t tick it if all your Paid Seats are in use. If your plan includes KxAI and MCP seats, you can also tick KxAI Seat or MCP Seat. These need a payment method on file.
- Groups: select + Add to group to add the new user to one or more groups, and choose their role in each group. See Add users to a group for what each role can do. If all your Paid Seats are in use, you can add the user to a group only with a role that doesn’t need a Paid Seat.
4. Select ‘Send invite’
Section titled “4. Select ‘Send invite’”The new user gets their access when they accept the invitation.
Manage invitations
Section titled “Manage invitations”To see invitations that haven’t been accepted yet, select the Invited tab. It shows who sent each invitation, when it was sent and when it expires.
- Select Resend to send the invitation again.
- Select Revoke to cancel it. The person will need to be invited again if you want them to join later.