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How to invite user using "Copy Signup Link"?

The Copy Signup Link option allows administrators to generate and share an invitation link with users whose contact details are not yet available.

Invite new team members

  1. Go to Teams from the main navigation.
  2. Click Copy Signup Link.
  3. Share the link with the person you want to invite (via email, chat, or any other communication tool).

For the invited user

  1. Open the signup link.
  2. Enter the required details.
  3. Click Submit

 

 

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After submitting the form, a confirmation message is displayed.

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For the account administrator

The invitation request appears in one of two places:

  • Home β†’ Team Updates section, where you can Approve or Deny the request.
  • Go to Teams, where the invitation status also includes Approve and Deny actions.

By default, new users are assigned the Contributor role. Once the invitation has been approved and the user has joined the workspace, you can change their role if needed.

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In the Teams tab

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Completing the invitation

After the administrator approves the request, the invited user receives an email with instructions to complete the account setup and join the team.

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