# Inviting people

If your role has permission to invite others to the app, Unifize provides two simple ways to do this—either from the **Contacts page** or directly from a [**record**](https://docs.unifize.com/user-guide/definitions/record).

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### What this does

Invites a user to your Unifize workspace using their email address and allows you to assign them a role. Once invited, users can be added to records and begin collaborating immediately.

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### When to use it

* When a new team member joins
* To bring someone into a specific workflow or record
* When setting up your Unifize workspace for broader use

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### How it works

#### Option 1: Invite from the Contacts Page

1. Navigate to the **Contacts** page from the Navbar
2. Click the **“+ Add Contacts”** button in the top-right corner
3. A modal will appear—enter the **email address** of the person you'd like to invite
4. Select the **role** you’d like to assign (e.g., Admin, Team Member)
5. Click **Send** **Invite**

   <figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2FpCgTMCK9nJ96qserjIFN%2FInviting%20User%20from%20Contact.png?alt=media&#x26;token=ee9caddd-df53-4384-bc14-51dbbe9fa53d" alt=""><figcaption></figcaption></figure>

> 📌 You can update or change a user's role anytime later from the Contacts page (admin access required).

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#### Option 2: Invite from a Record

You can also invite users directly into an ongoing record.

1. Open any **record**
2. Click the **participants icon** (the ‘User’ symbol in between to ‘Assign Owner’ & ‘Set Due Dates’)
3. Enter the user's **email address**
4. You’ll see an **Invite** option with the email address—click it
5. Then click **+ Add to record**
6. A modal will prompt you to **select a role** for the user

<figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2FumqbEpYubawaZ5jiLuh0%2FInviting%20User%20in%20Record.png?alt=media&#x26;token=9298d6c0-d87d-4042-9a0b-bcdfbfabffcf" alt=""><figcaption></figcaption></figure>

Once added, the user will receive an email with a link to join and will appear in the participant list once accepted.

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### Things to keep in mind

* Only users with the correct permissions can invite others
* Invited users will show as **Pending** until they accept the invite
* Email invitations are sent immediately; users must verify their account to access the workspace
* Roles affect what users can see or do—assign thoughtfully

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### Pro Tips

* Add users directly into relevant conversations for instant context
* Use the role selection step to control permissions from the start
* If a user hasn’t received the invite, ask them to check their spam/junk folder
* You can re-invite by deleting and re-adding the user if needed