​How to Invite Users to an Account/Mailbox by email

This document explains how to invite users to an account or mailbox by email from the admin panel and then assign their permissions.

If you have the Account Owner permissions, you can invite people to your account or mailbox by email. You can invite anyone, whether they already use DocStudio or are completely new to the platform.

Invite a user by email

1. Open the Admin panel.

2. Click the button in the page header.

3. In the modal, fill in:

   • Email (required). The invitation email is sent to this address.

   • Name (optional).

4. Click Invite user.

The Invite user button is disabled until you enter an email address.

After you create the invitation, you are redirected to the user edit page.

Assign permissions

On the user edit page, assign:

• account permissions

• mailbox permissions