How to invite (add) a user to the workspace

Step 1: Sign in

• Sign in to the Behavio platform with your account.
• If you have access to multiple workspaces, first switch to the workspace where you want to add the user.

Step 2: Open Members

• In the workspace, click My Account.
• In the opened window, select the Members tab.
• You will see a list of all accounts that already have access to your workspace.

Step 3: Open the invitation

• Click Invite user to this workspace.

Step 4: Enter email addresses

• Enter the email addresses of the people you want to invite.
• You can add multiple addresses at once.

Step 5: Choose a permission level and Send the invitation

• Member permission – the user can sign in and view reports.
• Owner permission – the user can also invite new users, remove existing users from the workspace, and change other users’ roles.
• Click INVITE.

• You’ll see newly invited users in the Members list.
• Invited users have the Invite label — this means the invitation email was sent but not accepted yet.
• Important: The invitation is valid for 7 days. If it expires, you need to send a new invitation.

Step 6: The invited user must accept the invitation. For more information, please visit this page.

Step 7: What should you do if an invited user can't find the invitation email? For more details, please visit this page.