Invite Users

User invitations are currently available on desktop only.

Inviting your team members to a channel

The channel info panel, with an invite button next to your own workspace name.
The invite dialog: add a name and email, then send the invitation.
  1. You can invite team members through the [+] button on the right side of [Channel info] – [Your workspace name].
  2. Already-registered users can be added directly from the list, while team members who haven’t signed up yet can be invited by entering their email.

Inviting account contacts to a channel

The channel info panel, with an invite button next to an account workspace name.
The invite dialog for an account: add a contact, then send the invitation.
  1. You can invite account contacts through the [+] button on the right side of [Channel info] – [Account workspace name].
  2. Contacts who are already participating in another channel with your company can be selected directly from the list, while contacts you’ve never communicated with before can be invited by entering their information.

When inviting someone, make sure you’re picking the right place — whether they’re from your own company or an external account.

Inviting a new account to an existing channel

The Add another contact button at the bottom right of the channel screen.
The account invitation dialog, with a field for entering the account name. The list of accounts matching the name you typed.
  1. From an existing channel, you can also add a new account via [Add another contact] at the bottom right of the screen.
  2. Once you enter the account’s information and send the invitation, the account will be added to the existing channel.

You can communicate with multiple accounts — three, four, or more companies — all in a single channel as needed.

Creating a new channel with an existing account

The conversation list on the left, showing Create new channel next to the plus button beside an account name.
Several channels created by topic under the same account.
  1. When you want to collaborate with an existing account on a new topic, you can add a channel through the [+] button under [Account name] – [Create new channel] in the conversation list on the left.
  2. You can create two, three, or more channels per account, organized by topic, as needed.

Creating a channel while registering a new account

The purple plus button at the top of the conversation list on the left.
The new channel dialog: name the channel and choose public or private.
  1. Use the purple [+] button at the top of the conversation list on the left to register a new account and create a channel to invite them to.
  2. Enter the account’s company name and the channel title, then invite the necessary participants from both companies.

Creating a private channel

Choosing between a public and a private channel in the new channel dialog.
A private channel marked with a lock icon in the conversation list.
  1. When creating a channel and inviting members, you can choose [Public or private channel] at the bottom.
  2. The contents of a private channel are visible only to the invited participants.

Workspace owners and the account’s primary managers can see that a private channel exists with their company. However, the messages themselves remain hidden.