Skip to content

Invite Members

In the current workspace, Owners, Administrators, and custom roles with the Member Management permission can invite registered users of Guance to become new members of the workspace.

Invitation Entry

  1. Go to Manage > Member Management > Invite Members;
  2. In the current window, enter the email address of the invited member and press Enter;
  3. Configure the member's role and team;
  4. Optionally set a note for this member;
  5. Click "Confirm". This will send an invitation notification to the invited member. Once the member completes authentication, they can enter.

Through this entry, you can:

  • Invite multiple members at the same time;
  • Select one or more roles to set the new member's permissions. You can also create a custom role for the member through Role Management first.
  1. In the left navigation bar of the current workspace, click the "Invite Members" icon;
  2. Enter the email of the invited member;
  3. Configure the member's role and team;
  4. Optionally set a note for this member;

  5. Click "Confirm". This will send an invitation notification to the member.

    • If the Settings > Invitation Approval button in this workspace is not enabled, the invited member can directly enter the workspace.
    • If it is enabled, you need to go to Manage > Invitation Records to process it. By default, the member will not be added to any workspace and requires the workspace owner or administrator to approve the invitation.
Note

If the role assigned to the member no longer exists when the approval is passed, the member will be assigned the Read-Only Member role by default.

Invitation Records

Click "Invitation Records" in the "Invite Members" window or go to Manage > Invitation Records to view all invitation records of the current workspace. These records detail the invited member's email, assigned role, inviter, invitation time, and approval status.

Record List

On the Invitation Records page, the following operations are supported:

  • In the status bar above, support filtering based on different statuses;

  • Support searching by nickname, name, or email;

  • Single operation: In the operation column, you can approve or reject "Pending Approval" invitations;

  • Batch operations: Click the icon next to the email to batch process "Pending Approval" invitations.

The meanings of different status values are as follows
Status Meaning
Pending Response The invitation has been sent, but the invited member has not yet applied to join the current workspace through the invitation link.
Pending Approval The invited member has applied to join a workspace and is waiting for approval;
❗️ Only in this state are approval operations supported.
Approved The approval has been passed, which is the status after approval.
Rejected The approval has not been passed, which is the status after rejection.
Expired Currently, the invitation link of Guance is valid for 1 day. If the invited member does not apply to join before the invitation link expires, the invitation record will be displayed in this state.

Feedback

Is this page helpful? ×