Invite

Admins can invite users to a workspace using their email addresses and assign them specific roles and groups to manage permissions. The invited users receive an email with instructions to join the workspace, ensuring a seamless onboarding process.

Steps to Invite a User

Role Required: Admin

1. Click on the settings icon (⚙️) on the bottom left of your dashboard.

2. Go to Workspace settings > Users.
   (Example URL - https://app.corp.com/nexus/workspace-settings/users)

3. Click on the Add users button.

   

4. Fill out the following details:

   Field	Required/Optional	Example
   Name	Required	John Doe
   Email address	Required	[email protected]
   Select groups	Required	USER ROLE: Admin
   	Optional	CUSTOM GROUPS: Manager
   User metadata	Optional	{"apiKey": "abc123"}

   

5. Click on the Invite users button to send the invitation.

Email Invitation

Pre-Requisite: Setup SMTP Server

Once a user is invited to the workspace, they will receive an email containing a unique workspace invite link. By clicking the link, the user will be redirected to the workspace login or signup page to complete the onboarding process.

Invitation URL

On Self-Hosted ToolJet, admins can copy unique invitation URL and share with the user.

User Status

Admin users can track the status of users as follows:

Self-Hosted ToolJet

• Invited: The user has been invited to join the workspace.
• Active: The user is a member of the current workspace.
• Archived: The user has been archived by the admin.

ToolJet Cloud

• Requested: The user has been invited to the current workspace but doesn't have a ToolJet account.
• Invited: The user has been invited to the current workspace and has a ToolJet account.
• Active: The user is a member of the current workspace.
• Archived: The user has been archived by the admin.