⚠️ Important

First you have to create your workspaces then, you can invite team members

Step-by-step guide

⏰ Time: 5 minutes

1️⃣

Click on Settings

2️⃣

Choose the workspace to which you want to invite someone, then, click on Edit

3️⃣

You will have to create all the roles along with their permission settings, to do so click on Manage role

and again on Add role

4️⃣

Chose a name for your role and click Save

5️⃣

Set the access permissions related to this role and click on Add role

6️⃣

To edit or delete the roles you created, click again on Manage role

Tip

Here you can find the list of roles you have created and at any time, you can edit the access permissions or delete the role

Click on the pencil icon to edit or to the basket icon to delete

7️⃣

To invite team members click on Add team member

8️⃣

Insert the email and select the role, you can do this in bulk by clicking on Add email

Note

The email address you insert is the one used to send the invite, the team member will have then to use that email to access Asters

Then, click Invite

9️⃣

You will see the pending invitation as below 👇

🔟

The invited person will receive an email and s/he will have to click on Accept invitation

Then s/he will be redirected in order to create her/his Asters credentials

The team member will have to use those to log into Asters

Note

The invited team member will see only the workspaces in which s/he has been invited to

Finally, when the person accept your invitation, you will see it as below 👇