How to Invite Members to Your Workspace

This guide shows you how to invite team members to collaborate in your workspace. Invited users will need to create a separate account on the Acquisity platform before they can accept your invitation.

Prerequisites

Before inviting members, ensure you have:

• Admin or Owner role in the workspace (only Owners and Admins can invite members)

• The invitee's work email address (the email domain must match your organization or be pre-approved)

Inviting a Member

Follow these steps to send an invitation:

1. Navigate to Settings from your dashboard sidebar

2. Click on Members to open the Members management page

3. In the "Invite Member" section, enter the invitee's email address in the Email address field

4. Select the appropriate role from the Role dropdown:

   • Owner – Full control over the workspace including billing and deletion

   • Admin – Can manage workspace settings and invite members

   • Member – Standard access for daily work (default)

   • Client – Limited read-only access

5. Click Send Invite

You'll see a green success message confirming "Invitation sent successfully" and the form will reset for additional invitations.

What Happens After You Send an Invite

Once you send the invitation, the invitee will receive an email with a link to accept or decline the invitation.

For New Users

If the invitee doesn't have an Acquisity platform account yet:

1. They'll click the invitation link in the email

2. They'll be redirected to the sign-up page at app.aiacquisition.com with their email address pre-filled

3. They'll complete the account creation process

4. After creating their account, they'll automatically be prompted to accept the invitation

5. Once accepted, they'll join your workspace with the assigned role

For Existing Users

If the invitee already has an Acquisity platform account:

1. They'll click the invitation link in the email

2. They'll sign in to their existing account (must use the email that received the invitation)

3. They'll click Accept Invitation to join your workspace

4. They'll be redirected to your workspace dashboard with their assigned role

If an existing user has multiple pending invitations, they'll see a list of all invitations and can accept them individually.

Troubleshooting Common Issues

Domain Restriction Error

If you see an error like "You cannot invite users from a different email domain" or "This email needs to be approved first, please contact support," it means the invitee's email domain isn't authorized for your workspace.

Solution: Contact support to request domain approval or email whitelist access. In some cases, support can manually add the user after they create an account at app.aiacquisition.com.

User Already Invited or Member

If you see "User is already invited to this workspace," the email address already has a pending invitation or is already a workspace member. Check your Members page to verify their status.

Invited User Not Showing in Workspace

Each user on the Acquisity platform has their own personal workspace by default. If someone created an account but isn't showing in your workspace, they need to accept the invitation you sent. Have them check their email for the invitation link.

Managing Roles and Permissions

Workspace roles determine what actions members can perform:

• Owner: Full administrative control including workspace deletion and billing management

• Admin: Can manage workspace settings, invite/remove members, and configure integrations

• Member: Standard access for using workspace features and collaborating on projects

• Client: Limited read-only access, ideal for external stakeholders

You can update a member's role at any time from the Members page if you're an Owner or Admin.