What this video covers
This video shows how to open Settings → Users, invite a new teammate with Invite User, and check on their status afterward.Good to know
What do I need to invite someone?
What do I need to invite someone?
Just their first name, last name, and email address. Email is locked once the invite is created, so double-check it before sending.
What are the possible statuses?
What are the possible statuses?
A user is Pending until they accept the invite, then becomes Active. If they don’t accept in time you’ll see Invite Expired — from there you can use Resend Invite from the row menu.
Does inviting a user give them access to a Space?
Does inviting a user give them access to a Space?
Not by itself. Inviting a user only creates their account and (optionally) assigns organization-level admin permissions. Access to a specific Space comes from putting them in a Group — that’s covered in the next video.
What about UP.Ingest seats?
What about UP.Ingest seats?
Ingest seats are assigned separately, and only to users who are already Active. A Platform Admin selects the user on the Users tab, checks Ingest User, and saves — as long as the organization has seats available (extra seats can be purchased as add-ons).
Next step
Now that people are in your organization, define what they’re allowed to do — continue to Creating Roles and Permissions.Related documentation
User Management
Full reference for Users, Groups, Roles, Spaces, and API Keys.
