How to invite teammates on Userorbit

Learn how to invite teammates to your Userorbit account and start collaborating with your team.

Mukesh Swamy

Written by Mukesh Swamy

Here's a help article on how to invite teammates on Userorbit:

How to Invite Teammates on Userorbit

Collaborating with your team is essential for getting the most out of Userorbit. This guide will walk you through the process of inviting your teammates to join your Userorbit workspace.

Accessing the Invite Feature

  1. Log in to your Userorbit account.
  2. Navigate to the "Settings" menu, usually found in the left sidebar in your dashboard.
  3. Look for the "Team Members" option on the page.

Sending Invitations

  1. Click on the "Add Team Member" button.
  2. Enter the email addresses of the colleagues you want to invite. You can add multiple email addresses separated by commas.
  3. (Optional) Choose the role or permission level for the invitees. Common options include:
    • Admin: Full access to all features and settings
    • Editor: Can create and edit content, but can't change account settings
    • Viewer: Can view content but can't make changes
  4. Click "Send Invite" to send out the invitations.

What Happens Next?

Your invitees will receive an email with instructions on how to join your Userorbit workspace. They'll need to:

  1. Click the invitation link in the email
  2. Create an Userorbit account if they don't already have one
  3. Accept the invitation to join your workspace

Once they've completed these steps, they'll appear in your team list.

Best Practices

  • Only invite team members who need access to your Userorbit workspace.
  • Assign appropriate roles to maintain security and prevent accidental changes.
  • Regularly review your team list and remove access for members who no longer need it.

Troubleshooting

Contact Userorbit support if you encounter any issues during the invitation process.

By following these steps, you'll be able to quickly and easily invite your teammates to collaborate with you on Userorbit. Remember, a well-organized team is key to making the most of Userorbit's powerful features!

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