Roles
An invitation can make someone an admin, an editor or a viewer. To add another owner, invite them as an admin and make them an owner once they have accepted. A client login is invited from that client’s project, on Reports, not from Workspace settings.
Invite someone
1
Open Workspace settings
It is in the rail. You can also reach it from the account menu at the foot of the rail, under Team or Workspace settings.
2
Fill in the invitation
In Members, press Invite people. Enter their email, pick a role, and press Invite.
3
They get an email
The screen confirms: “We emailed them a link to join; they appear above as pending until they accept.” The link lasts 7 days.
4
They accept
The link opens an invitation page naming your workspace and their role. Someone new to Citino chooses a password; someone who already has an account enters theirs. They press Accept invitation and go straight into your workspace, with no setup to do.
Change a role or remove someone
An owner or an admin sees a role menu on each member’s row. An owner can change anyone but themselves; an admin can change anyone who is not an owner. Nobody can change their own role. Remove takes someone out of the workspace. You are asked once more before it happens, and they lose access on their next request. A pending invitation has Cancel invite instead. Owners and admins can also read the workspace’s Audit log, newest first: one sentence per action, naming who did it and the member, project or key it was about.When an invitation does not arrive
“That address was already invited, so nothing was sent”
“That address was already invited, so nothing was sent”
Inviting the same address twice sends nothing the second time. Press Cancel invite on their row, then invite them again: that sends a fresh link.
The link says the invitation has expired
The link says the invitation has expired
Links last 7 days. Cancel the old invitation and send a new one.
“This workspace has sent too many invitations for now”
“This workspace has sent too many invitations for now”
There is a daily cap on invitation emails from one workspace. Try again later.
They are signed in as someone else
They are signed in as someone else
The invitation page says which address the invitation is for. They need to sign out, then sign in as that address, to accept it.
Related
Workspace settings
Everything else on that screen.
The client portal
Giving a client a view of their own project.
Quickstart
Setting up your first project.
Contact
When something here does not work.