Add user to organization or workspace

There are two ways to invite users, depending on what level of access you want to grant.

Option 1: Invite to Organization

Role requirement: Organization Owner

When to use this: When you want someone to be an Organization Owner with full access to billing and all workspaces.

Steps:

1

From the Homescreen, go to Settings -> Organization → Organization Owners tab

2

Click the "Invite new user" button

3

Enter the person's email address

4

Click "Send Invite"

5

They'll receive an email invitation to join as an Organization Owner

Result: Once the invitation is accepted, the person becomes an Organization Owner with access to all workspaces and billing settings.

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Option 2: Invite to Workspace

Role requirement: Organization Owner or Workspace Admin

When to use this: When you want someone to work in a specific workspace without organization-level access.

Steps:

1

From the Homescreen, go to Settings Organization Workspaces tab

2

Click "Manage" on the workspace where you want to invite the user

3

Click the "Invite new user" button

4

Enter the invitation details: email, name, and role ("Admin", "User", or "Guest".)

5

Click "Send Invite"

6

They'll receive an email invitation to join the workspace

Result: Once the invitation is accepted, the person joins only the specific workspace with the role you assigned.

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Invitation details

• The invitation link is valid for 14 days. Before accepting, the user status is Pending.

• If the link has expired and wasn't yet accepted, you can revoke it and create a new one.

• Pending users are not counted towards your plan limit.

Read more about Coupler.io roles: User roles in Coupler.io

Coupler.io allows adding multiple users to an organization. The number of allowed users to add depends on your billing plan. Check our pricing page for more details.