How to invite new users to your account

Inviting new users to your Monity workspace is simple and allows you to collaborate more effectively by assigning roles and granting appropriate access. Follow the steps below to invite new team members.

Steps to invite new users

Go to the users section

• From your dashboard, click on the Account icon in the left-hand menu.

• Navigate to the Users section.

Open the invite user panel

• In the top-right corner of the Users section, click the Invite button.

Fill in the user’s details

• A pop-up form will appear where you can enter the following information:
• First name and Last name 
• Email address

Assign a workspace

• Select the workspace(s) the user will have access to.

Choose a user role

Assign the appropriate role for the user:

• Admin: Can manage accounts, settings, and tasks.
• Editor: Can view and edit tasks.
• Guest: Can view tasks only.

Send the Invitation

• Once the details are complete, click Send Invitation.

The user will receive an email with instructions to join Monity.

Tips for managing invitations

• Select the right role: Choose a role that matches the user’s responsibilities to ensure appropriate access.
• Keep track of invitations: Use the Users section to monitor the status of invitations and user activity.

By inviting new users, you can easily expand your team’s collaboration in Monity while maintaining control over access and roles.