Adding Users to Workspace

How to Add Users to Workspace

You will need to have an equivalent number of active subscriptions or more in order to give user access to the product. You can purchase more seats by going to Manage Subscriptions → Purchase from the main menu. (One Exception to this rule is Link2Projects Team Edition which allows project planners to produce share links for Act! Users and Act! Contacts. This means it is not necessary to add them to Linktivity Workspace.)

To add users to your Workspace, first go to the Main Menu by clicking bento box icon in the top left corner. You can then go to Settings → Team and Permissions tab.

Under Add User section at the bottom of the page, input Email Address of the person you'd like to add, select a Role, then click [Send Invitation].

An invitation will be sent to the email address you provided with a unique invitation link. The invited person will have to open the link in order to accept invitation and their membership will activate. If they don't have an account yet, the invitation link will also allow them to create one while confirming the invitation.

For every added member, you will need to assign access permission. For example, to give user access to Link2Quotes, first click [Modify Access] button on top right corner of the Workspace Users section, and enable access to Link2Quotes for the user. Click [Save Changes] to save the settings.

Though most of the setup work is done by workspace administrator, individual team members will need to complete My Profile with their contact information, Act! credentials, and email credentials.

^^ Last revised: 2024.09.27