# 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**](/user-guide/definitions/record.md).
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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**
> 📌 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
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
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