User invitation

Bring new users into your organization by sending an Autify Genesis invitation. From the User management page, you can also resend, cancel, and reassign workspaces for pending invitations.

Prerequisites

To invite users, you need the Owner or Admin role.

Inviting users

1. Open Settings from the account menu in the lower-left corner.

2. In the left sidebar, click Organization > Members. The User management page opens.

3. Click Invite user.

4. Enter the invitee's email address in Email address.

5. Choose the role to grant from Role. To invite the user as an organization-level Member (a user whose access is assigned per workspace), select Assigned per workspace.

6. Click Send invitation.

Invite user dialog

The invitation email is sent. The recipient joins the organization after accepting the invitation.

Only an existing Owner can invite users as Owner. An Admin can only invite users as Member or Admin.

• You cannot invite a user (same email address) who is already a member of the organization.

• You cannot send a new invitation to an email address that already has a pending invitation. Cancel the existing invitation first if needed, and then send a new one.

Assigning workspaces at invitation time

When inviting with the Assigned per workspace role (organization-level Member), you can preselect workspaces to grant access to at invitation time. After the invitation is accepted, the user automatically joins the selected workspaces.

Workspace pre-assignment is only supported for the Assigned per workspace role. Users invited as Admin or Owner automatically have access to every workspace.

1. In the Invite user dialog, select Assigned per workspace from Role. The Workspace access section appears.

2. For each workspace row, select the role to grant (Member or Workspace manager). Leave No access for workspaces you do not want to grant.

Workspace access section

1. Click Send invitation.

Managing pending invitations

If a user has not yet accepted the invitation, they appear in the Pending invites section of the User management page.

What you see depends on your role.

Role	Invitations shown
Owner / Admin	Every pending invitation in the organization
Workspace manager	Invitations assigned to a workspace you manage, or invitations you created
Member	Only invitations you created

Invitations expire 72 hours after sending. For expired invitations, use Resend to issue a new invitation.

Resending an invitation

1. Find the target user in the Pending invites section.

2. Click Resend in that user's row.

Canceling an invitation

1. Find the target user in the Pending invites section.

2. Click Cancel in that user's row.

Changing the workspaces for a pending invitation

You can change assigned workspaces after sending the invitation, as long as it has not been accepted.

1. Find the target user in the Pending invites section.

2. Click the workspace count shown in the Workspaces column for that user.

Workspace count for a pending invitation

1. In the Manage workspace access dialog, select the role to grant per workspace (Member or Workspace manager), or select No access to revoke access.

Manage workspace access dialog

1. Click Save.