You can add users to your workspace in Reports.re to allow them to participate in jobs, view files, and collaborate on content. This guide walks you through the steps to add a new individual member and invite them to join.
1. Open the Workspace Members Menu
- Go to the left sidebar and select "Workspace Settings".
- Under Workspace Members, click "People".
2. Add a New Individual Member
- In the People tab, click "Add Individual Member".
3. Fill in Required Information to Add the User
- Fill in the Name (Required)
- Fill in the Currency (Required) to track billings.
- Once the required fields are filled in, click "Add".
- The user will now appear in the workspace member list, but they aren’t invited yet.
4. Invite the User to Join
- Copy the invitation link provided.
- Send the link to the new user directly (via chat, email, etc.).
- Once the user accepts the invitation, they will officially become a workspace member.
Conclusion
Adding users in Reports.re is quick and flexible. By filling out the required information and sharing the invite link, you can onboard collaborators efficiently.
Note: Users will not become active members until they accept the invitation. Also, make sure to set the correct currency if you plan to track billing or manage user balances.