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Inviting New Users

Invite individual users via email or bulk import multiple users from an Excel spreadsheet, then assign them to projects and tasks immediately in awork

You can invite individual users via email or import many users at once. After inviting them, new users are immediately available in awork.


Opening the Invitation Window

There are 2 ways to open the window for inviting new users to awork:

  1. Settings (gear icon in the bottom left of the main menu), select Users and click the + Add button.
  2. Open the popup for assigning a user to a task and select Invite via Email there.

Important: Only admins can invite new users, as new licenses need to be booked and permissions granted depending on your license count.

Inviting a User via Email

  1. Open the invitation window (see above)

  2. Enter the email address of the user you want to invite in the corresponding field

  3. Review the suggested name and adjust it if needed (awork tries to recognize the name from the email address)

  4. Select a permission role

  5. If teams are active in your awork: Optionally select a team

  6. Add additional rows if needed to send multiple invitations at once

Note: To send invitations, you need to have enough users booked in your plan. In the invitation window, you can see how many more users you can invite. Learn more about adding or removing users.

Immediately after inviting, a new user is available in awork. You can edit this user, assign them to projects, and give them tasks.

The invited user receives an email with a link to awork to accept the invitation and set a password.

Inviting Many Users at Once

You can automatically populate the invitation window with many invitations:

  1. Open the invitation window

  2. Click Import users in the bottom left

  3. Upload an Excel spreadsheet (with email addresses, names, and optionally gender and permission role name)


Resending an Invitation

As long as a user has the status Invited, the invitation hasn't been accepted yet and the account isn't complete.

  1. Open the User overview or User details

  2. Click the Action button on the right

  3. Select the Resend invitation option


Tips and Troubleshooting

  • Role is required - a permission role must always be selected

  • You can add teams later - after inviting, you can assign additional teams

  • Expired invitation: Link no longer works
    If the link for first-time login in the invitation no longer works, resend the invitation.


FAQ

Who can invite new users to awork?

Only users with the Admin permission role can invite new users.

Do I need to select a permission role when inviting?

Yes. A permission role must always be selected so it's clear what the user can see when they first log in.

Can I invite multiple users at the same time?

Yes. You can add multiple rows in the invitation window and send invitations at the same time.

How do I invite many users at once?

Via Import users (bottom left in the invitation window). You upload an Excel spreadsheet containing email addresses, names, and optionally gender and permission role name.

Yes. If the link no longer works, resend the invitation. As long as the status is Invited, you can resend it via the Action button in the User overview or in User details.

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