Inviting partners to your workspace

Why it is Important

Symbonic allows any administrator of an account to invite anyone, new or existing Symbonic users, to become a team member of any of the workspaces within the account. When inviting a new member to your team workspace, they will have access to every project & talent profile within that workspace. For this reason, Symbonic allows you to invite Guests or External Collaborators to a project for scenarios where users need access to one or two projects in a slate but not the entire slate.

To invite a team member to your team workspace, you need the following: 

• An open seat in your workspace
• First & Last Name
• Email Address
• Select the workspace, from which you would like to invite
• Select the role that best suits your invitee (Admin or Team Member)

Inviting Partners to a Team Workspace

To invite a team member to your team workspace, the user first needs to be an administrator of the account that owns the workspace.  There also needs to be an available seat.  If there is no open seat, the user must simply upgrade their account and add an extra seat. 

1. Go to the Account Name in the top right corner of your screen and click it.  
2. Scroll down to User Manager and click it.
3. Locate the button that says Invite User, under the User Manager header, and click it.  Add the first and last name of the person, their email, and look up and select the workspace to which you would like to invite.
4. Select whether the new invite should be a Team Member or Administrator and then click Save.  Remember you can always change their role after they've accepted your invitation.
5. There will be a record of every invitation sent out for workspaces in the account in the Invitations feature, located below the list of current users in the account.  If the invitation has been responded to, then it will be located in the Archive section, if the invitation has not been responded to, then it will be in the Pending section.