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Task IQ

TASK IQ USER GUIDE

Invite someone to your workspace

Bring the right person into the right work.

Invite people form with name, email, role and department scope fields.
Example workspace · Choose the intended address and role. For a department role, add the right department before sending.

Before you begin

You need permission to manage people. Check the intended email address and decide what the person needs to do before choosing a role.

Step by step

  1. Open People in your workspace, then choose Invite people.
  2. Enter the person’s intended name and email address. Choose the role they need for their work.
  3. For a department-specific role, choose Department, select the department and add it to the invitation. Check the summary for each person.
  4. Review the invitation and send it. The person uses their invitation to join or sign in.
  5. If you need to send another invitation, use Resend. Ask the person to use the newest message.

What happens next

The invitation appears in People. The person joins with their own account and the role you reviewed. Check the address carefully before using Resend or Cancel.

Need a hand?

Only people with the appropriate access can invite others. A Department Admin invitation needs a department. Cancel an unused invitation if it was sent to the wrong person; do not share someone else’s link.

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