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Workspace admins can invite people from the Users page. You can invite one person at a time or invite several people at once.
Workspace access is not separated by team. Anyone with access to a Propexa workspace can see all data in that workspace. For a closed office, do not invite people from only one team expecting that choice to isolate the team’s data. If someone must not see another team’s data, they must not be a member of the same Propexa workspace.

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Send an invitation

1

Open Users

Select Users in the sidebar, then stay on the Members tab.
2

Add the member details

Select Add member. Enter one email address, or paste multiple addresses separated by commas, in Email addresses.
3

Choose a role

In Role, choose Member or Admin. A role does not restrict which workspace data the person can see: both roles have access to all data in the workspace.
4

Send the invitation

Select Send invites. Invitations for people who do not yet have a Propexa account appear under Pending invites until they create their account.

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What the invited member should expect

Propexa emails the invited address with the workspace name and the next step:
  • A new Propexa user selects Create account in the email. They must use the invitation link, which expires after 48 hours.
  • An existing Propexa user selects Sign in in the email. Their workspace access is already available when the invitation is sent.
There is no separate acceptance control. For a new user, creating their account from the invitation link accepts the invitation and adds the workspace. Propexa supports Sign in with Google, Sign in with Microsoft, and email and password. A new user can continue with Google or Microsoft from the invitation page, or enter their full name and create a password. They must use the email address that was invited. After signing in, the member chooses the invited workspace on Select workspace.

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Troubleshooting

Confirm that the address was entered correctly, then ask the recipient to check their spam or junk folder. A new user’s active invitation remains visible under Pending invites. To send the email again, open Add member, enter the same address and select Send invites.
Check that they are using the exact email address that was invited. This is especially important when continuing with Google or Microsoft. Existing users should select Sign in rather than trying to create another account. For an email-and-password account, they can select Forgot password? on the sign-in page if they do not know their password.