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You must be an administrator to invite colleagues or light users to the Next Matter workspace.

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Invite colleagues or light user

  1. In the main navigation, go to Company.
  2. Click Colleagues.
  3. In the top right corner, click +Add colleague.
  4. Enter the personal details of the invitee.
  5. Select the role for the person. On the Enterprise plan, custom roles are listed under Custom roles.
  6. Click Send invitations.
Each user you invite will receive an email from Next Matter inviting them to activate their account and set up their password.
Image of the invitation email
The Onboard a list of light users Next Matter template will help you quickly add a list of light users and share a portal with them. You can find the template when you add a step and select Templates > Next Matter templates.

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Add colleagues and light users to teams

  1. In the main navigation, go to Company.
  2. Click Teams.
  3. Next to the team you want to update, click + Add to team.
  4. In the Users to add field, select the colleagues you want to add. You can select several users at once to add them all in one step.
  5. Click Save changes.
Image of the Add team member dialog with multiple users selected
For more on teams and roles, see Build teams.