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Inviting users to your workspace
Inviting users to your workspace

With unlimited users, everyone can have access to the files they need.

Ian avatar
Written by Ian
Updated over 5 months ago

Every Stockpress account has unlimited users, so you can invite everyone you work with to your workspace without additional costs.

Tip: Before you add a user to your workspace, make sure that you are okay with them being able to log in and see all of your current and future Open Collections and files. If you don't, consider creating an external share link.

Inviting users to your workspace

There are two ways to invite a user to your Stockpress workspace.

  • From the Quick add link in the bottom-left corner of your workspace

  • From the Users area in your settings

Inviting users from the quick add modal

To quickly invite a user, click the user + icon in your header and select Invite new user.

Invite user button

This will bring up the quick add modal.

Quick invite user modal

From there, fill in the following:

  • The user's first and last name

  • Their email address: When a user is created, an introduction email with details about how to log in and set their password is automatically sent to them, so you must use a valid email address.

  • Select their user role: You must select one of our preset roles or a custom user role (if applicable)

  • Add them to a Team or Teams (optional): This new user will automatically have access to all files that the selected Team(s) have access to.

Tip: Uncheck the Send the new user a welcome email to activate their account checkbox if you are not ready to invite the user to the workspace right away. You can send an activation email at any time for your Settings area.

Click save, and your new user will be added.

Inviting users from your settings

You can also invite users from your settings area. There, you can access more advanced options, such as enabling 2FA.

To access the users' area, click on your user icon at the bottom left of your workspace, select All Settings, or click the Users link in the menu.

Access your settings area to add new users

Click on Users in the settings area of your workspace.

Users area in your settings

From within the users' area, you can edit an existing user or add a new one by clicking the + Invite user button at the top-right of the page.

From there, you can add:

  • The user's first and last name

  • Their email address: When a user is created, an introduction email with details about how to log in and set their password is automatically sent to them, so you must use a valid email address.

  • Phone number (optional)

  • Job title (optional)

  • Photo (optional)

Click save to invite the new user.

Tip: Uncheck the Send the new user a welcome email to activate their account checkbox if you are not ready to invite the user to the workspace right away. You can send an activation email at any time for your Settings area.

Role and Teams tab

Now, you can set your new user's role and add them to a Team(s).

Role and Teams tab in your user settings

Role: On the Role and Teams tab, select the new user's role. You must select one of our preset roles or a custom user role (if applicable). You can change this role at any time.

Add them to a Team or Teams (optional): This user will have immediate access to all files and Collections that these Team(s) have access to.

Editing, deactivating, or switching to users

Edit or deactivate users

To edit a user, click on their name or the three-dot icon in the list view in the User settings area and select edit.

To deactivate a user, select deactivate. All of the user’s assets will still be available in your workspace, but they will no longer be able to log in or receive notifications, and they will be removed from all teams and the user list when sharing or giving access.

If a user you want to deactivate owns files and Collections in your workspace, you can assign them to another user before deactivating.

If you are in an admin role within your workspace, you can switch to a user and log into Stockpress as them by clicking the switch to the user.

Tip: Logging into Stockpress as a user can be helpful if you want to ensure that users can only see the files you want them to see or if they need help with something in their account.

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