In this article, we'll show you how to invite users or team members to your workspace, explain the permissions they can have, and guide them on how to accept the invite. Let's dive in!
Step-by-Step Instructions
1. Navigate to User Management
Start by clicking on profile icon in the bottom-left corner, then select "Settings".
Go to the Workspace section and click on the three dots next to the desired workspace where you'd like to invite a user or team member, then select the option to "Invite User"
2. Enter User Details
A pop-up window will appear where you'll need to enter the email address of the user you want to invite.
Select the type of permission you'd like to grant:
Viewer (View Only Access) – Read-only access to mailboxes, domains, and exports.
Editor – Can manage mailboxes and domain settings.
Admin – Full access, including billing and workspace settings.
3. Send the Invitation
After selecting the permission type, click on “Send Invitation.” A confirmation message will appear saying, “Invitation sent successfully.”
The invitation will be delivered to the user’s email address.
4. Accepting Invitation
Once the invited user receives the email, they can accept the invitation by:
Clicking on the "Accept Invitation" button in the email.
Alternatively, copying and pasting the provided URL into their browser.
After clicking "Accept Invitation," the user will be prompted to set up their account. They should:
Enter their first name and last name
Create a password and confirm it to complete the setup.
Note: If the user is already registered on Zapmail, they can simply log in using their existing credentials after clicking "Accept Invitation."
5. Managing Access
After inviting a user, you can update their role or revoke access at any time.
Note: Only the Owner of the account has permission to manage team members within a workspace — including inviting users, updating roles, or revoking access.
Update Access
Click on your profile icon in the bottom-left corner and select "Settings".
Navigate to the Workspace section.
Click on "Manage Users".
To update a user's access, click the "Update" button next to the team member whose role you want to change.
Select the new permission level: Viewer (View Only Access), Editor, or Admin.
Revoke Access
Click on your profile icon in the bottom-left corner and select "Settings".
Navigate to the Workspace section.
Click on "Manage Users".
Locate the user whose access you want to revoke.
Click the "Revoke" button next to their name.
Confirm the action when prompted.
6. Leaving a Workspace
If a user no longer wishes to be part of a workspace, they can leave it by following these steps:
Click on the profile icon in the bottom-left corner and go to Settings.
Navigate to the Workspace section.
Click on the three dots next to the workspace you want to leave.
Select the "Leave Workspace" option from the menu.
Confirm the action when prompted.
Once confirmed, you will be removed from the selected workspace.
Conclusion
And that’s it! You’ve successfully invited a team member to your workspace and learned how to manage or revoke access when needed.If you have any questions or need further assistance, feel free to reach out to our support team.