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Invite someone to your workspace

An invitation brings a new person into your workspace and gives them one site to start with. They receive an email to set up their own password and two-factor authentication. The site is waiting for them when they accept.

Send an invitation

  1. On Your workspaces, click Manage this workspace under your workspace.
  2. Under Invite someone to followed by your workspace name, enter their Email address.
  3. Choose a Workspace role: Member for most people, or Administrator for someone who will also manage the workspace.
  4. In Give access to, choose the site they need. Only sites where you have Master access are listed.
  5. Choose their Access level on that site. See Understand access levels.
  6. Click Send invitation.

Matrise confirms that the invitation was sent and that access to the site is waiting for them. The invitation appears under Invitations sent. It is valid for 7 days.

If a message appears

  • Add a site above before inviting anyone.: there is no site to give yet. See Add a site.
  • Choose the site they need.: choose a site in Give access to.
  • That person is already in this workspace. Give them access to a site below.: use Who can open each site instead. See Give someone access to a site.
  • That address already has an invitation waiting. Use Resend under Invitations sent.: see Resend or cancel an invitation.
  • Too many invitations are waiting. Cancel some before sending more.: cancel invitations that are no longer needed.