Invite people and choose their access

Send an invitation with the right role, locations and applications in one step.

Admin setupReviewed September 27, 2026

Owners and administrators invite people from People & access.

  1. Press “Invite somebody”.
  2. Enter their email address and name.
  3. Answer “What is this person here to do?”. The line under the choice says what it gives them.
  4. If the choice covers selected locations, check “Which properties?” — or start from a location group.
  5. Press “Send the invitation”. They receive an email, choose a password and land in your workspace.

A location must be activated in the workspace before somebody can be scoped to it. If none are, the screen says so and links to activate one.

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