1. Who Can Invite
The Owner and any Admin can invite people to the workspace. Invitations are sent by email, allowing a person without an existing Unplex account to be invited.
2. Inviting a Member
Go to Settings → Members and click Invite.
Enter the person's email address.
Select the account role: Admin or Member.
Optionally add the person to one or more projects, selecting Editor or Viewer for each at this point.
Send the invitation.
The recipient receives an email invitation and appears in the Members list with status Invited. The configured role and any project access are applied at the moment of acceptance.
3. Pending Invitations
An invitation remains open for 7 days. While open, the recipient shows as Invited and does not occupy a seat. If the invitation is not accepted within this period, it expires and any staged project access is discarded; a new invitation must then be sent.
To resend an invitation, locate the person in the Members list and click Reinvite.
4. Seat Consumption
A seat is consumed only when the invitation is accepted, not when it is sent. If no seat is free at the point of acceptance, one must be assigned from the Members list. See Managing Seats and Licences.
5. Frequently Asked Questions
Question | Answer |
Can a person be invited directly into a project? | Yes. Projects and the corresponding Editor or Viewer role are selected at the time of invitation; a separate share step afterwards is not required. |
Can a person without an existing Unplex account be invited? | Yes. Invitations are sent by email, and the account is created on acceptance. |
Which roles can be assigned via invitation? | Admin and Member. The Owner role is never assigned by invitation; it changes only through ownership transfer. |