Create New Workspace Member

A project manager with the Invite New User to Workspace permission can add a workspace member who is not already an active enterprise member. Doing this creates (or activates) that user in the enterprise, as well as adding them to the workspace.

Note: Text fields do not support hyperlinks or other HTML formatting. Examples of text fields are user First Name, Last Name and Email.

TO create a NEW workspace member:

In the workspace to which you want to add the new member, open the Members list.
On the Members list toolbar, click Create User.
Note: The Create User option only displays if you have the Invite New User to Workspacepermission.
Type the name of the new user in the First Name and Last Name text boxes.
Note: Values in these fields may be overwritten, if you are adding a user who was previously deactivated in the enterprise. For more information, see Creating New Workspace Members - Overview.
Type the email address for the user in the Email text box.
From the Enterprise Role list, select the enterprise role for the new user.
From the Resource Type list, select the resource type for the new user. Assigning a resource type is important for resource planning purposes, and for cost and revenue estimates.
To add the new user to existing workspace workgroups, select the relevant workgroup check boxes. If workgroups have not been set up for this workspace, no check boxes display. For more information about workgroups, see Creating a Workspace Workgroup.
To send an invitation notification to the new user, select Active. If the workspace is still in the planning stage and you do not want to notify workspace members immediately, select Inactive. Members can be activated at any time. For more information, see Activating Workspace Members.
Select the user's primary workspace role from the Default Role list.
Note: A workspace role is not the same as an enterprise role. The workspace role determines what actions and applications a user has access to within the specific workspace.
If you want to add additional roles to the user, select those roles from the Additional Roles options.
Workspace role permissions are cumulative. If you add a role that has permissions above and beyond that of the user's Default Role, the user will have the combination of permissions from both roles.

This is useful if you have a user whose default role is one with few permissions (such as Guest), but who needs special access to one of the workspace applications. In this case your administrator would create a custom role that allowed access to the application, and you would assign that role to the user in this step. For example, if a user outside your organization was going to be doing work on your workspace and needed to manage documents, an administrator could create a new role called Document Manager that gave this permission. That role would appear in the list of additional roles.
For workspaces with external billing enabled, to assign a workspace-level external billing rate, click the Billing Rate Selector icon and select a predefined rate, or type a rate value in the External Rate box.

Any rate you assign here is limited to this member and this workspace. If the member is also a member of another workspace, this rate does not apply to that workspace. If you do not assign a workspace-level external rate, the member's rate will be inherited based on the rate inheritance rules. For more information, see Billing Rate Inheritance Overview.
Note: If external billing is not enabled for the workspace, you do not have this option.
If you do not want an invitation notification sent to the new user, in the Notifications Settings section, select Do not send notification to new user.
Note: Selecting this option only suppresses the initial invitation notification. For details about notifications and managing them, see Notifications Overview.
Click Save & Close to create the new enterprise user and add them as a member of the workspace, click Save & Add Another to create the new user, add them as a workspace member, and leave the window open so you can add another user, or Cancel to close the window without creating the user.