Work with your teammates on Lexagle by inviting them to your company, or collaborate with external counterparties by referring them to Lexagle.
What is the difference between the two?
Invite User
Invite them to join your company
Once the user registers to Lexagle, they will be part of your company and your workflows.
Refer User
Refer them to join Lexagle, whose typically outside of your company
Once the user registers to Lexagle, they have the option of joining or creating their own company. Otherwise, they are able to create a personal account.
Invite User
To invite or refer a user, click on the Invite button in the left navigation bar.
Enter the email of the user you wish to invite to your company in Lexagle.
Click on the + Add Others button to add more users.
Click on the Invite button once you are done.
Invitees will receive an email with a registration link for Lexagle.
When registering, they will be prompted to join your company.
Invitees pending registration are listed on the Company Page.
Refer User
Click on Refer Lexagle to users outside your company in the Invite popup to toggle it.
Enter the email of the user you wish to refer Lexagle to.
Click on the + Add Others button to add more users.
Click on the Invite button once you are done.
Invitees will receive an email with a registration link for Lexagle.
What’s Next?
Now that you have invited or referred other users, you can add them to your workspace.
To learn more about creating a workspace, check out this article.