All Collections
Account administration
Space permissions
Invite users or import users to a space
Invite users or import users to a space

Space invite; Add user to the space; Space sharing; Space access

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Inviting users to a Space is at the core of what Elements stand for and what it strives to accomplish for your organization, collaboration is our middle name.

Article outline

  • Prerequisites

  • Inviting individual users

  • Inviting (importing) multiple users

  • Restricting who can invite to space (PRO)

  • You might be also interested in


  • To add a user to a Space you have to be the member of that Space

  • If the setting "Only admins invite" - you have to have Space admin rights

Inviting individual users

Once you have created a Space you can start inviting other users to it. You can do it from the Space list or from the Space settings page.

Click on "Change Space" and then "Go to Space list".

Select the Space you wish to invite people to and in the right panel click "Invite to Space".

Alternatively, click on the name of the Space or the gear icon on the toolbar to access Space settings.

Select the "Users" from the menu on the left and then click on the button "Invite user to Space" in the upper right corner.

TIP The simplest way to invite a small numbers of users to a space is to use the SHARE button from an individual diagram. This deals with any missing steps around registration, adding to Space, adding to Process all in one. Check it out here.

TIP If they are all Salesforce Users, you can automatically provision them to a Space. Install the Salesforce Integration managed package in your Org, and it will provision and manage the users in the Space through Single Sign-on (SSO). The Space can have a mix of Salesforce provisioned users and those you have invited.

If they are already an Elements user, they will get an email notification and a message on their Elements home page. If they are new to Elements they will get an email inviting them to register.

Whenever the Space is Pro or Enterprise, and you make them an Editor, they will be charged for the monthly license.

Inviting (importing) multiple users

Elements allows you to import up to 300 users at a time through a CSV import. They will all be added as Viewers. If your file contains more than 300 users, the excess number will be ignored during import.

TIP Ask our customer success team to turn on this feature for your space. It is free, but for security reasons we are not allowing large user imports to happen by default.

The format of the CSV file is:

Column A: user email (mandatory field)

Column B: user first name

Column C: user surname

You can import users from the "Import" dropdown menu (only accessible after our Customer Success turns it on for your Space) to the right of the "Invite user to Space" button in Space settings.

If the invited user is not yet registered with Elements, they will get an invitation email, and you can add a custom message which will be added to the invitation.

Restricting who can invite to space (PRO)

By default, any member of the space can invite any new user to the space. If you wish to restrict space invite rights to Space Admins only, upgrade to PRO and learn about managing access rights.

You might be also interested in

  • User groups and attachment visibility rights - you can then set all attachments on requirements, stories, diagram activities, and reference model nodes to be visible either by all users in the space or by particular user groups

  • Following - you can follow diagrams, requirements, stories, reference model nodes and URL library links

Did this answer your question?