To invite a user to a workspace this must be done through the MindStaq web application. There will be two options to choose from, members and guests.
Members: are those who do not have a MindStaq account and fall under your workspace domain. They will be able to access messages and files in any public channel and access the full directory.
Guests: are those that have an existing MindStaq account but are in a different organization / workspace. They will only be able to see a partial directory and will only be able to access messages and files from selected channels.
Creating Users via Add Member
Navigate to Members Tab:
On the sidebar, click on the “Members” tab within the Admin panel to manage your organization’s users.Select Add Member:
Click the ‘Add Member’ button. A pop-up window will appear, as shown below:
Fill Member Details:
First Name / Last Name: Enter the user’s details.
Member Role Dropdown: Choose between Admin or Member based on required access.
App Role: Select PMO (Project Management Office) or None as appropriate.
Email Field: The domain suffix (e.g.,
@mindstaq.local) is auto-filled after domain setup, ensuring only organization members can be added.
Add Member:
Click the ‘Add Member’ button to create the account.Login Instructions:
The new user (e.g., John William) will receive a company email and a temporary password, enabling them to log into MindStaq securely.
Inviting Members or Guests
Click Invite Members/Guests:
Use the ‘Invite Members/Guests’ button from the Members tab.Choose Invite Type in the Pop-up:
The pop-up offers two options:
Inviting Members
Purpose: For quickly adding multiple organization users who’ll become members upon accepting the invite.
Steps:
Enter one or more email addresses of users to invite.
Optionally, customize the invitation message.
Click ‘Send Request’—users receive an email invitation and can join MindStaq as members.
Manage invitations in the “Invitation” section; you can delete pending requests if needed.
Inviting Guests
Purpose: For collaborating with external users (such as partners from other companies).
Steps:
Select the ‘Guests’ option.
Enter the guest’s email address and customize invite if needed.
Guests receive an invite, gaining restricted access to specific channels/files.
Additional Tips
Ensure role and app role are set correctly for each user to maintain data privacy and workflow access.
Use member invites for onboarding quickly and guest invites for limited, project-specific collaboration.
You can always manage, edit, or deactivate users and invitations before they are accepted from the Admin panel.