Invite users to a Project

Learn how to invite team members to collaborate on your Project using secret links, email invites, or domain access.

Written By Mark Ku

Last updated 25 days ago

Overview

Inviting users to your Project allows them to collaborate on chats, access knowledge base articles, and work with assets. You can invite users in three ways:

  • Secret links: Share a link that anyone can use to join with a specific role

  • Email invites: Send invitations directly to specific email addresses

  • Domain access: Grant access to everyone with an email address from a specific domain

Each invitation method supports three role levels—Owner, Collaborator, and Reader—so you can control exactly what access each person has.

Accessing the Share modal

To invite users to your Project, you'll need to open the Share modal:

  1. Navigate to your Project page

  2. In the upper right-hand corner, select the Share Project icon

  3. The Share modal will open, displaying three invitation methods:

    • Share a Secret Link

    • Invite by Email

    • Domain Access

All invitation methods are accessible from this modal. Once you've opened it, you can choose any of the methods below to invite users.

Invite via secret link

Secret links let you share access to your Project with anyone who has the link. Each link is tied to a specific role, so you can create separate links for Owners, Collaborators, and Readers.

Create a secret link

  1. Open the Share modal (see Accessing the Share modal)

  2. Click Share a Secret Link to expand the options

  3. Choose the role you want to assign:

    • Click Owner for full control

    • Click Collaborator for editing access

    • Click Reader for read-only access

  4. Click Create Link for your chosen role

  5. The link is automatically copied to your clipboard

⚠️ Important: Anyone with a shared Project link gets the access level tied to that link. Be careful – sharing an Owner link gives full control of the project to anyone who opens it.

Share the link

Once created, you can share the secret link through:

  • Email

  • Slack or other messaging platforms

  • Any other communication channel

The person clicking the link will be prompted to sign in or create an account, then automatically granted access to your Project with the role you specified.

Copy an existing link

If you've already created a link for a role:

  1. Open the Share modal (see Accessing the Share modal)

  2. Find the role card (Owner, Collaborator, or Reader) in the Share a Secret Link section

  3. Click the Copy button next to the link

  4. The link is copied to your clipboard

You can only have one secret link per role. If you need to revoke access, you'll need to delete the existing link and create a new one.

Invite via email

Email invites let you send invitations directly to specific people. This method is ideal when you know exactly who should have access.

Send email invitations

  1. Open the Share modal (see Accessing the Share modal)

  2. Click Invite by Email to expand the form

  3. Select the role from the dropdown:

    • Owner for full control

    • Collaborator for editing access

    • Reader for read-only access

  4. Enter one or more email addresses in the email field (separated by commas or spaces)

  5. Press Enter or click Add after each email

  6. Click Send Invitations when you're ready

🚀 Pro-Tip: You can add multiple email addresses at once. Each person will receive an email invitation they can accept to join your Project.

Manage email invitations

To view all email invitations you've sent:

  1. Open the Share modal (see Accessing the Share modal)

  2. Scroll to the Invite by Email section

  3. You'll see a list of all invited email addresses with their assigned roles

To remove an email invitation:

  1. Find the email address in the list

  2. Click the Delete button (trash icon) next to the email

  3. Confirm the deletion

Removing an email invitation revokes access for that person if they haven't accepted yet, or removes their access if they've already joined.

Invite via domain

Domain invites grant access to everyone with an email address from a specific domain. This is perfect for giving your entire organization access at once.

Set up domain access

  1. Open the Share modal (see Accessing the Share modal)

  2. Click Domain Access to expand the form

  3. Select the role from the dropdown:

    • Owner for full control (use with caution)

    • Collaborator for editing access

    • Reader for read-only access

  4. Enter the domain name (e.g., example.com or company.org)

  5. Press Enter or click Add after each domain

  6. Click Save when you're ready

You can add multiple domains. Anyone with an email address from those domains can access your Project with the role you specified.

💡 Tip: Use domain invites to give your whole organization access at once with preset roles. Perfect for larger teams or agencies managing multiple Projects.

Manage domain invitations

To view all domain invitations:

  1. Open the Share modal (see Accessing the Share modal)

  2. Scroll to the Domain Access section

  3. You'll see a list of all invited domains with their assigned roles

To remove a domain invitation:

  1. Find the domain in the list

  2. Click the Delete button next to the domain

  3. Confirm the deletion

Removing a domain invitation revokes access for all users from that domain.

Manage existing invitations

You can view and manage all your Project invitations from the Share modal. This includes:

  • Secret links (one per role)

  • Email invitations

  • Domain invitations

Delete a secret link

To revoke a secret link:

  1. Open the Share modal (see Accessing the Share modal)

  2. Find the role card with the link you want to delete in the Share a Secret Link section

  3. Click the Delete button (trash icon)

  4. Confirm the deletion

Deleting a secret link immediately revokes access for anyone using that link. They'll need a new invitation to regain access.

Update invitation roles

You can change the role assigned to email or domain invitations:

  1. Open the Share modal (see Accessing the Share modal)

  2. Find the invitation you want to update in the Invite by Email or Domain Access section

  3. Use the role dropdown to select a new role

  4. The change takes effect immediately

⚠️ Important: Changing a role affects all users associated with that invitation. For domain invites, this means everyone from that domain will have their access level updated.

Accepting an invitation

When someone shares a Project invitation with you, here's how to accept it:

From a secret link

  1. Click the secret link you received

  2. If you're not signed in, you'll be prompted to sign in or create an account

  3. Once signed in, you'll automatically be added to the Project with the assigned role

  4. You'll be redirected to the Project page

From an email invitation

  1. Open the invitation email you received

  2. Click the Accept Invitation button or link in the email

  3. If you're not signed in, you'll be prompted to sign in or create an account

  4. Once signed in, you'll automatically be added to the Project

  5. You'll be redirected to the Project page

If you already have an account

If you're already signed in when you click an invitation link, you'll be added to the Project immediately without any additional steps.