How to Invite Users

In Chatterfy, you can invite an employee by email (an email with a link and automatic role assignment) or by link (one link for everyone — send it in any messenger or chat). Before you start Decide in

Updated September 11, 20262 min

In Chatterfy, you can invite an employee by email (an email with a link and automatic role assignment) or by link (one link for everyone — send it in any messenger or chat).

Before you start

Decide in advance which role you will assign ( User Roles if you’re not sure). If the new employee will work with chats, after sending the invitation, add them to the appropriate Spaces — Workspaces with a role within the Space.

Two ways to invite users

Use this if you want to send an invitation directly to a specific employee email. They will receive an email with a link and an automatically assigned role.

Go to Company → Users

Open the section in the left menu.

Click Invite user

The button is in the upper-right corner.

Select the Invite by email block

In the window that opens, switch to the email tab.

Enter the email and role

Enter the employee’s email. Select a role ( User Roles — reference guide).

Click Send invites

The email will be sent. The employee follows the link and accepts the invitation.

How it looks in the interface

Invite by email — поля — Email и роль (Invite by email)

What’s next

After the employee has accepted the invitation:

If they will work with chats, add them to Spaces — Workspaces with a role within the Space ( Managing Users and Roles within a Space).

If they will work with ads, assign the Buyer or Buyer Team Lead role; see Buyers — Buyers and Team Leads.

Check the log ( Logs — company activity log) — the invitation action should be recorded there.

User Roles

To configure a custom set of permissions, use Company → Roles & permissions. Creating and assigning custom roles for the company and spaces is described in a separate guide: . When to refer to this ar

Users — company users

The Users section is a table of all company employees. Here you can see each person's role, which Spaces they have access to, and when they last signed in. Available only to Owner and Admin. Operator

Managing Users and Roles within a Space

Key Information If a user is not in the company yet, first invite them via . If they are already in the company but do not have access to a Space, add them via the Space section. Only then will they s

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