Inviting users

At a glance

• Invite from: Workspace settings → Team (or similar). [Confirm in product]
• Assign a role at invite time to avoid “default Admin” accidents.
• Emails not arriving? Usually spam/quarantine or a typo.

Overview

Inviting users adds them to your workspace with a defined role. This is the cleanest way to onboard staff while keeping permissions controlled.

Before you start

• Confirm the user’s correct email address.
• Decide their role (use Roles overview + Permission matrix).
• If your org uses SSO, confirm whether invites must match identity provider emails. [Confirm in product]

How it works

• An invite sends a workspace access link to the user’s email.
• The user accepts the invite and creates/signs into their account (or signs in via SSO). [Confirm in product]
• Their role determines what they can access immediately.

How to invite a user

1. Go to Workspace settings → Team / Users. [Confirm in product]
2. Select Invite user.
3. Enter the user’s email address.
4. Select a Role.
5. (Optional) Add a note or department tag if supported. [Confirm in product]
6. Click Send invite.

After the invite is sent

• The user should receive an email within a few minutes.
• If they belong to multiple workspaces, they may need to choose the workspace after sign-in. [Confirm in product]

Best practices

• Use role-specific invites: Scheduler vs Billing vs Compliance.
• Avoid inviting users with shared inboxes (hard to audit who did what).
• Keep Owner/Admin roles limited.

Troubleshooting

Invite email not arriving

• Confirm spelling of the email.
• Ask the user to check spam/junk and company quarantine.
• Resend the invite.
• If you use strict email filtering, allowlist Fluent sending domains. [Confirm]

User accepted invite but can’t see what they need

• Verify their role in Team / Users.
• Compare expected access using the Permission matrix.

Related articles

• Roles overview
• Permission matrix
• Invite emails not arriving
• Removing users