How do I Invite someone from outside my Organization to join a Workroom?

If you are a Workroom Administrator or Editor, you can invite people from outside your organization to join the Workroom. A new user can be added to any type of Workroom, and you can set the access level they will have. 

Follow these steps to invite someone to your Workroom:

At the top right corner of the Workroom, select  on the far right of the screen.

In the Invite to Workroom window, select + Add New Organization to open the Other Organizations section. 

Add the name of the company in the Organization Name field.

Select + New User to open a new user email field. Enter the email of the person you wish to invite. Select the button next to their name. The button will turn into a which indicates the person will been added to your invitation. 

Next, select the permission level that should apply to each new user. The User role is displayed next to the person’s name and defaults to Editor.  The other options are Administrator, Viewer, Restricted Viewer. Descriptions for each can be seen when hovering over each title in the list.

In the Add a Note field, you can provide any information you want included in the invitation, like the purpose of the Workroom or the reason they are being added. 

To give the invited users access to existing tasks in the Workroom, select the checkbox next to Give invited users access to tasks previously shared with their organization, and/or the checkbox next to Give invited users from new Organization(s) access to all tasks.

You can repeat the steps above to add other organizations and users to your Workroom.

After you have selected all the colleagues you want to invite, select Send Invitation at the bottom of the window. The new users will be added to the Workroom and notified via email.