Invite new users

This guide goes over the steps to invite new users to your Tekst organization.

Note that you need to be an admin or contributor to invite new users.

Step 1: Navigate to "Users"

On the Tekst platform, locate and click on the "Settings" option. This is typically found in the bottom navigation menu, providing access to various configuration and account management features.

Within the "Settings" section, find and click on the "Users" tab. This area is specifically designed for managing the users associated with your Tekst workspace.

Step 2: Click on "Add users"

Locate and click on the "Add users" option. This initiates the process of sending an invitation to the individual you want to join your Tekst workspace.

You can invite up to 25 users at once by entering multiple email addresses separated by commas.

Step 3: Enter the Email and assign a role

In the "Email" field, type the email address of the person you want to invite.

Assign one of the following roles for the invited users:

• Admin has full access to the Tekst workspace, including admin settings, user management, and role changes.

• Contributor has edit access to most modules, including the ability to invite new users, but cannot access admin settings.

• Reader has read access to most modules, but cannot edit or invite users.

• Outlook Only can only log in on the Tekst Outlook App, not on the web platform. This role is only available when your organization has an Outlook integration configured.

Now, you have successfully invited a new user to join your Tekst workspace. The invited person will receive an email with instructions on how to access and join the platform.

Optional: Delete or resend invitation

If you need to resend or delete the invitation for any reason, click on the person you wish to delete or resend the invitation to. Click on the trash can in the bottom left corner to retract the invitation or on the "Resend invite" button to resend the invitation.

If you encounter any issues or have further questions, contact Tekst support for assistance.