Inviting Users to a Workspace and Removing Users

Collaborate with your team by inviting members to your workspace in Confe.io. Here’s how to add new users and manage existing ones.

Inviting a Teammate

1. Go to Workspace Settings

   • Log in to your Confe.io account.

   • Navigate to your workspace dashboard.

   • Click Workspace Settings.

     

2. Open the Users Section

   • In Workspace Settings, click Users.

     

3. Invite a New User

   • Click Invite User.

   • A popup will open.

     

4. Enter User Details

   • Email: Enter the email address of the person you want to invite.

   • Role: Assign a role—Admin, Editor, Viewer, or another available option.

   • Auto Post Approval:

     • Carefully select whether to enable auto approval.

     • If you select “Yes,” all scheduled posts by this user will be auto-approved—no approval required from an admin or owner of the workspace.

     • If you select “No,” posts will require approval before being scheduled or published.

5. Send the Invite

   • Click Send Invitation.

   • The user will receive an email invitation.

6. User Joins the Workspace

   • If the user already has a Confe.io account:

     • They can accept the invitation from their dashboard and immediately join your workspace.

   • If the user is new to Confe.io:

     • They can sign up for a free account using the invitation link in their email.

     • After signing up, they’ll be able to accept the invitation and become part of your workspace.

Removing a User

1. Go to the Users Section

   • In Workspace Settings, click Users.

2. Find the User to Remove

   • Locate the user you want to remove from the list.

3. Remove the User

   • Click on delete icon to remove the user from your access.

     

Tip:
Always double-check your auto-approval settings when inviting new users, especially if you want to maintain control over scheduled posts.

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