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How to Invite New Users?

By inviting team members to join your MsgBox space, you can enable multi-seat collaboration, conversation transfers, and granular permission management.


Invitation Steps

  1. Enter User Management Go to the Settings > Users page. Enter user settings page

  2. Initiate Invitation Click the "Invite New User" button in the top right corner. Click invite button

  3. Configure User Info and Permissions

    • Fill in Email: Enter the email address of the member you wish to invite.
    • Assign Role: Select the corresponding permission group based on their responsibilities (e.g., Administrator, Member, etc.). Fill in email and assign role
  4. Confirm and Send After verifying the information, click "Invite New User." The system will automatically send an invitation email to that address.


Invitation Status Descriptions

  • Pending: Indicates the email has been sent, but the user has not yet clicked the link in the email to activate. View pending status
  • Accepted: The user has completed login or registration and officially joined your space. View accepted status

Guide for the Invitee

  1. Check Email: The invitee will receive an email with the subject "Invitation to join space." Invitation email example
  2. Accept Invitation: Follow the email instructions to enter the login page, then set a password or use a third-party quick login. User login guide

User Usage Limits

Each subscription plan includes a fixed number of User Seats.

Role and Permission Advice

When inviting, always assign roles based on the "Principle of Least Privilege." For example, colleagues responsible only for replying to messages should be assigned the "Member" role to protect critical channel configurations from accidental changes.


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