This article explains how Workspace Admins can invite users to a workspace, review invitation statuses, cancel pending invites, and understand how invitations expire.
Steps
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Open the Workspace Admin Panel.
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Click the workspace icon (or arrow next to its name) in the top section of the sidebar.
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Click your profile picture (or arrow next to your name) in the bottom section of the sidebar.
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Click Admin/Admin Panel to open the Admin Panel.
Workspace sidebar with Admin button
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Open the Invites tab.
- You will see a list of all invitations sent from this workspace
Invites tab list
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Review invitation information.
For each invitation, you can see:
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Email address of the invited user.
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Assigned workspace role.
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Invitation status:
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Pending – invitation sent but not yet accepted.
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Accepted – user joined the workspace.
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Rejected – invitation declined by the user.
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Expired – invitation was not accepted within 3 days.
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Sent date.
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Accepted date.
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Send a new invitation.
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Click Invite user.
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Enter the user’s email address and press Enter/Space.
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Select the workspace role.
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Optionally type the message to the invite which will appear in the email.
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Send the invitation.
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The invitation appears in the list with Pending status.
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The invitation role can be changed in the Role column while the invitation status is Pending.
Invite user modal
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Notes
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Invitations automatically expire after 3 days if not accepted.
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Invitations cannot be canceled once sent.
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If the invited user already has a DataLexing account, they will receive the invitation as an in-app notification.
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External users receive the invitation by email only.
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Once accepted, the user becomes a workspace member and appears in the Members tab.
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After the invitation is accepted, the role can be changed only in the Members tab.
Related articles
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Workspace Admin Panel – Overview
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How to Manage Members
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How to Manage Teams
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How to Manage Guests
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Permissions & Roles — Reference