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.
  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

To add your colleagues to a team, click + Add next to the colleague’s name (in Company > Colleagues).

Image of the Colleagues screen with the option to add colleagues

Currently, you can only add colleagues to teams one by one.