Why Add Additional Users?
Add additional users to your account so that you can enable more members of your team to access the Workcenter ecosystem. You can control user permissions to restrict certain access such as Shop Finances, Job Board, and Accepted Jobs Read-Only vs Update Access.
How to Add Additional Users
In the top left of Workcenter, click the down-arrow next to your organization name to expand your Settings dropdown.
In the dropdown, you have 2 options: 1) Click "Invite Users" shortcut 2) Navigate to "Team Management" and then click 'Invite'
Once you click "Invite Users" Shortcut or "Invite" from Team Managment, a pop-up will appear for entering the invitee(s).
Type an email. Make sure you confirm the email using 'Enter/Return' on your keyboard.
You can then enter additional emails or click 'Send Invites'. Once you have sent, the user should receive an email in the next ~5 minutes, allowing them to create an account/password and access Workcenter.
User Accepts an Invite
User can click 'Accept' from the invite in their inbox
User can then set a password and click 'Continue'
Once the user logs back in with the newly-set password, they will be asked to set their user Display Name, answer a few questions about their role, and agree to the Xometry Terms and Services.
Upon clicking 'Create Account', the user will be brought to Workcenter
User Permissions
On first navigation to Workcenter, the newly added user will have restricted permissions (which will limit their access to certain parts of the environment, i.e. Job Board, Shop Finances, etc).
Once the user has accepted their invite, an Admin should navigate to Team Management and update the permissions accordingly
