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Adding Users to your Cheqroom account
Adding Users to your Cheqroom account

Creating logins for each member of your team by sending them an invitation email

Mateus Savaris avatar
Written by Mateus Savaris
Updated over 7 months ago

With Cheqroom, it's easy to set up a user account for every member of your staff, or even invite external people like freelancers or students. There are two ways to invite users, manually which we will cover in this article or you can import them in bulk. (read more about Bulk Import Users)

Inviting new users to your Cheqroom account

  • Go to your Users tab on the main Cheqroom page

  • Click Add Users on the top right of the screen

  • Add details like the email addresses for each person you would like to invite

  • Switch on the Workspace access toggle to give users access to your account

  • Pick a user role for this set of users (read more about User Roles)

  • Click Add user

Re-inviting a user

  • Go to your Users tab

  • Click on the User name you want to re-invite

  • Next, browse to the Resend Invitation button on the right of the screen and click

Deleting or revoking an invite for a user

  • Go to your User tab

  • Click on the User name you want to revoke invite

  • Next, browse to the Revoke Invitation button on the right on the screen, next to the re-invite button and click

Important

If you can't seem to invite a user or the system gives you an error message, this article might help:
Why am I unable to invite a new user to my account

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