💡 How can new users be invited to register?

📄Table of Content

Users can invite other users with the same or a lower role.
- Example: A Member can invite additional Members or Visitors.
- Example: A Visitor can only invite other Visitors.
Roles can later be adjusted by an Admin.
To send invitations, the email address of the person to be invited is required.
Invitations are always tied to a specific workspace.
Invited persons will receive an email with a registration link to join the corresponding Casebase account.
The registration link is valid for 7 days and can be resent afterwards.

Invitations are valid only for the current workspace the user is in.
Multiple users can be invited at once, provided they are assigned the same role.
Invited users will appear in the invitation list within User Management.

For accounts with Single Sign-On (SSO) integration, no separate invitation for registration is required:

Users can log in directly via the login page.
By default, the Visitor role is assigned upon first login, and can be changed later by an Admin if necessary.

Alternative option:

Invitations with a registration link can still be sent in order to assign a specific role directly to the new user.
On the registration page, the option “Login with SSO” should be selected. This option will be shown if the account has SSO integration enabled.

NEW USERS CAN EITHER BE INVITED VIA EMAIL OR – IN CASE OF SSO INTEGRATION – LOG IN DIRECTLY THROUGH THE LOGIN PAGE.