How to Invite Users to an Account or Mailbox by Email

This document explains how to invite a user to an account or mailbox by email from the Admin panel and then assign permissions.

• If you are an Account Owner, you can invite users to your account or mailbox by email.

• You can invite users who already use DocStudio and users who are new to the platform.

A corporate account administrator manages the company account in the Admin panel. Corporate Account Admin — is a user who has access to the company's account, in which a verified and active domain is registered.

Invite a user by email

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

1. Open the Admin panel.

2. Open Users.

3. Click the button in the page header.

4. In the modal, fill in:

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

   • Name — optional.

5. Click Invite user.

After you create the invitation:

• the system sends an invitation email

• the user appears in the Users list

• you are redirected to the user edit page

Assign permissions

On the user edit page, assign the required access:

1. Open the Account tab to assign account permissions.

2. Open the Mailbox tab to assign mailbox permissions.

3. Save the changes.

For detailed steps, see How to Grant Account Permissions and How to Grant Mailbox Permissions.

Related topics

• How to Grant Account Permissions

• How to Grant Mailbox Permissions

• How to Manage User Invitations and Filter Users