How to Invite Your Teammates?
Inviting your teammates to your Enterpret workspace is a simple process that allows you to collaborate effectively on your customer feedback analysis. Here's how you can do it:
Click on your profile icon at the bottom left of the dashboard and select "Workspace Settings."
Navigate to the "Users" tab.
Click the "Invite" button. This button is also available in the left navigation bar for easy access.
In the "Invite Users" window, enter the email addresses of the people you want to invite. If inviting multiple people, separate each email address with a comma.
Select the invitees' access level from the dropdown menu. You can choose between "Admin" or "Member." Remember, an Admin has full access to all features of Enterpret, including workspace settings, while a Member has full access to everything except workspace settings.
Click "Send."
The invitees will receive an email invitation to join your Enterpret workspace. They can join by clicking on the link provided in the email.
Please note that while all users can send invitations, only Admins can assign the "Admin" role to others. When the Auto-Approve feature is activated, any user with an email address matching your company's domain can get access to your workspace without individual approval.
Conversely, if Auto-Approve is deactivated, each new user can still join, but the invite will require approval from an existing member before the workspace can be accessed.
Changing Access Levels and Suspending Users
You can easily adjust the access level of an existing user or suspend a user if necessary. Here's how you can do it:
Changing Access Levels
Navigate to the "Users" tab in your "Workspace Settings."
Search for the user by name or email address.
In the search results, click the three-dot menu on the right of the user's name.
Select "Convert to Admin" or "Convert to Member" from the dropdown.
Suspending Users
Go to the "Users" tab in your "Workspace Settings".
Search for the user by name or email address.
In the search results, click the three-dot menu on the right of the user's name.
Select "Suspend User" from the dropdown. Confirm in the pop-up window.
Please note that you need to have Admin-level access to manage these settings. By managing user access and permissions, you can ensure workspace security and effective collaboration among your team members in Enterpret.