Invitations

Introduction

The invitation system in Cnidarity is designed to securely grant access to your workspaces and projects. By understanding how invitations work, you can effectively manage who has access to your research data and what level of permissions they have within your organization.

Invitations provide a structured way to onboard team members, external collaborators, and other stakeholders, ensuring that each person has appropriate access based on their role in your research.

Invitation Types

Cnidarity supports two primary types of invitations:

Sending Invitations

Here's how to invite people to your workspaces and projects:

Sending a Workspace Invitation

1. Navigate to your workspace
2. Click on "Manage Team" button in the top navigation bar
3. You'll see a list of "Workspace Members"
4. Click the "Add Users" button to add existing users to the workspace
5. Click the "Invitations" tab in the top navigation to manage and send invitations
6. Click "Invite" button in the top right corner
7. Enter email addresses for the people you want to invite
8. Select project access and appropriate privileges for each project
9. Click "Send Invitation" when finished

Sending a Project Invitation

1. Navigate to your project
2. Click on the "Team" tab in the main navigation
3. You'll see the project team members listed
4. Click the "Invite Users" button
5. Enter email addresses for the people you want to invite
6. For each recipient, select their privilege level:
• Project Admin (can manage models, records, and users)
• Regular User (can view models and manage records)
• View Only (read-only access)
7. Click "Send Invitation" when finished

Managing Invitations

After sending invitations, you can track and manage them:

Viewing Pending Invitations

To see invitations that have not yet been accepted:

1. Navigate to your workspace
2. Click on "Team" in the sidebar
3. Click on the "Invitations" tab
4. View all pending invitations in the list

Resending Invitations

If an invitation hasn't been accepted yet:

1. Find the invitation in the "Invitations" tab
2. Click the action button next to the invitation
3. Select "Resend Invitation" from the dropdown

Canceling Invitations

To revoke an invitation before it's accepted:

1. Find the invitation in the "Invitations" tab
2. Click the action button next to the invitation
3. Select "Cancel Invitation" from the dropdown
4. Confirm the cancellation in the dialog

Accepting Invitations

When someone receives an invitation to your workspace or project:

Email Notifications

Invitees receive an email containing:

• Information about the workspace or project they're invited to
• The privilege level they've been assigned (for project invitations)
• The name of the person who sent the invitation
• A button to accept the invitation

Acceptance Process

When an invitee clicks the acceptance link:

• If they already have a Cnidarity account, they'll be prompted to log in
• If they don't have an account, they'll be guided to create one
• After authentication, they'll be able to review and accept the invitation
• Upon acceptance, they'll automatically gain access based on their assigned privileges

Invitation Dashboard

Users can also manage their invitations directly in Cnidarity:

1. Log in to Cnidarity
2. If they have pending invitations, they'll be taken to the invitations page
3. Review pending invitations
4. Click "Accept" or "Decline" for each invitation

Troubleshooting

Common invitation issues and how to resolve them: