How to invite users
Overview
You can invite users to join your Decode workspace from the Dashboard or from Settings. Once invited, users receive an email with a link to sign up and join the workspace. You can assign each user a role and a home team at the time of invitation.
Steps
Step 1: Open the Invite User form
There are three ways to open the Invite User form.
- From the left Sidebar Navigation: Click Invite User
- From the Dashboard header: Click the invite icon next to the Dashboard title
- From Settings: Click the Users tab and then click + Add Members
Step 2: Fill in the user details
The Invite User form contains the following fields.
- Email Address: Enter the email address of the user you want to invite
- Assign Role: Select the role for the user
- Home Team: Select the team the user will land on by default when they log in. This is their primary team.
- Assign as Approval Manager: Enable this if you want the user to review and approve studies before they are published. Once a study is submitted for approval, the Approval Manager will need to review and approve it before it can go live
User roles
Select the appropriate role based on the level of access the user requires.
Role | Access level |
Admin | Has full control over the workspace including managing users, teams, access and permissions. |
Manager | Can manage studies and content but has limited access to workspace settings. |
Viewer | Can view content across the workspace but cannot create or edit anything. |
Auditor | Can view content and has limited editing capabilities. |
Step 3: Add multiple users (optional)
To invite more than one user at a time, click Add New User on the form. A new set of fields will appear. Fill in the details for each additional user.
Step 4: Send the invitation
Click Invite and each user will receive an email with a link to sign up and join the workspace. Once they accept the invitation, they will be added to their assigned home team.
Note You can resend an invitation to users who were invited but have not yet signed up. Go to Settings, click the Users tab and use the resend option next to the relevant user. |