Inviting Members
With Terasu, you can invite both internal team members and external customers. This article explains how to invite each type.
Inviting Internal Members
Invite team members to your Workspace. Depending on their permissions, invited members can create and manage Rooms.
- Open "Members" under "Settings" in the sidebar.
- Click "Invite Members."
- Enter email addresses (you can invite multiple people at once).
- Select a role and click "Send."
Enter multiple email addresses separated by commas to invite several people at once.
Inviting Customers (External Members)
Invite customers on a per-Room basis. Customers can only view the content of that specific Room.
- Click "Invite Members" inside the Room.
- Enter the customer's email address.
- Select a permission level (Viewer / Editor).
- Click "Invite."
Differences Between Internal and External Members
| Item | Internal members | External members (customers) |
|---|---|---|
| Invited to | The entire Workspace | An individual Room |
| Viewing scope | Multiple Rooms, based on permissions | Only the Room they were invited to |
| Creating Rooms | Yes (Member role or higher) | No |
| Viewing analytics | Yes | No |
Managing Invitation Links
You can review sent invitations on the "Members" screen.
- Pending: Invitations that haven't been accepted yet
- Expired: Invitations expire if not accepted within 7 days
- Resend: You can resend expired invitations
Inviting an external member grants them access to confidential information within the Room. Review what's being shared before sending an invitation. You can use internal-only pages to protect information you don't want external members to see. For details, see Managing Content Permissions.