Invite your team

Owners can invite colleagues and clients to the workspace by email. This article explains how to send an invitation, what the person invited does, and how to change or remove someone later.

Note: Only owners see Settings in the sidebar. If you do not see it, ask an owner of your workspace.

Send an invitation

1. In the sidebar, click Settings. The Team tab opens.
2. Go to Invite someone.
3. Type their Email. Name is optional.
4. Choose a Role: Owner, Researcher, Moderator or Client. See Roles: owner, researcher, moderator and client.
5. Under Studies they can see, tick one or more studies. This list is hidden when you choose Owner, because owners see every study.
6. Click Send the invitation.

A few rules apply:

• For every role except owner, you must tick at least one study. If you have no studies yet, create one first.
• If the person is already in the team, change their role or studies in the team list instead.
• A newer invitation to the same address replaces the older one.
• You can send up to 30 invitations an hour.

What the person invited does

They get an email with an Accept the invitation button. The link works for 7 days and only for the address you typed.

• If they are new to Zolensa, they type Your name, choose a password of at least 12 characters and click Create my account and join.
• If they already have a Zolensa account with that address, they click Sign in to join and sign in. If they are already signed in, they click Join followed by your workspace name.
• If they are signed in with a different address, the page asks them to sign out first.

New owners set up two-factor sign-in before they start. See Sign in and two-factor sign-in.

People who belong to more than one workspace switch between them with the workspace switcher at the top of the sidebar.

Invitations not accepted yet

Open invitations are listed under Invitations not accepted yet, with who sent them and until when the link works.

• Send again sends a new link. The old link stops working.
• Cancel withdraws the invitation. The link stops working.

When a link has expired, the list says link expired. Use Send again.

Change a role or studies

1. In the team list, click Change next to the person.
2. Choose a Role and tick their studies. Studies are not needed for owners.
3. Click Save.

The workspace always needs at least one owner. To change the only owner, make someone else an owner first.

Remove someone

1. Click Change next to the person.
2. Click Remove from the team.

They lose access to this workspace straight away. Their Zolensa account stays, for any other workspaces they belong to. You cannot remove yourself or the only owner.

The team list

The list shows each person's role, their studies, and their last sign-in. It also shows two-factor on for people who use two-factor sign-in.