Once a room in ONLYOFFICE DocSpace is created, it's necessary to invite users to this room to start collaboration.
All new users invited via link or manually from within the room will be added as guests. To add new internal users (members), admins should invite them from the Contacts section.
When inviting users to a room, inviters assign a permission level to a user. A permission level defines which actions with files the user can perform within this room:
|
Public room |
Form filling room |
Collaboration room |
Virtual Data Room |
Custom room |
Viewer |
|
|
|
|
|
Commenter |
|
|
|
|
|
Reviewer |
|
|
|
|
|
Form filler |
|
|
|
|
|
Editor |
|
|
|
|
|
Content creator |
|
|
|
|
|
Room manager |
|
|
|
|
|
To invite a user to a room,
- Open the necessary room where you want to invite users.
- Click the icon next to the room name.
- Select the Invite contacts option from the menu.
- Invite external users (guests) via the link:
- Turn on the Invite via link switcher – the link will be copied to the clipboard.
- If you want to change the permission level, select the necessary one from the list. The available permission levels depend on the room type: Content creator, Editor, Form filler, Reviewer, Commenter, Viewer. Access rights to all documents stored in the room are defined by the permission level. Users can have different permission levels depending on the rooms they are invited to (one and the same user can be a Viewer in the first room and an Editor in the second one).
- Use the icon to copy the modified invitation link to the clipboard. You can send the copied link in any convenient way.
This link is valid for 7 days only.
- Alternatively, you can use the Add manually section to add email addresses manually one by one:
- Click the Choose from list option to select the existing DocSpace users (both internal Members and external Guests). Check them in the list and click the Add members button.
- To invite new external users (guests) by email, enter a valid email address and click ‘Add’ below or press Enter. In the same way, add several email addresses if necessary.
- Change the permission level if necessary. The available permission levels depend on the room type: Room manager, Content creator, Editor, Form filler, Reviewer, Commenter, Viewer. Access rights to all documents stored in the room are defined by the permission level. Users can have different permission levels depending on the rooms they are invited to (one and the same user can be a Viewer in the first room and an Editor in the second one).
Guests and Users cannot be assigned as Room managers. Only Room and DocSpace admins are suitable for the specified role.
- When ready, click the Send invitation button. Invitations will be sent to the specified email addresses.
It’s also possible to invite members to the room from the Info -> Contacts screen. Click the icon to add new members.
When a user accepts the invitation to the room, they can view the room in the Rooms space and can participate in collaboration with access rights according to the permission level. Admins can manage users within the room as described below.
Resending invitations to rooms
- Within the room, open the Info -> Contacts screen.
- Click the icon next to the Expect users caption.
Changing permission levels in rooms
- Within the room, open the Info -> Contacts screen.
- Click the current permission level next to the necessary user.
- Select a different permission level from the list.
Removing users from rooms
- Within the room, open the Info -> Contacts screen.
- Click the current permission level.
- Select the Remove option.