Invitation and access issues usually occur when users are added to a workspace or project but cannot see expected content. These situations are typically caused by access scope, role configuration, or invitation acceptance status.
This guide explains how to identify and resolve these issues quickly.
Issue: Invitation Not Received
If a user reports they did not receive an invitation:
What to check:
- Confirm the correct email address was used
- Ask the user to check spam or filtered folders
- Verify the invitation was sent successfully
Recommended action:
Resend the invitation if necessary.
PM Tip:
Using the same email address tied to Google or Office 365 sign-in reduces confusion.
Issue: User Can Log In but Cannot See the Workspace
This usually happens when:
- The user was not added to the workspace successfully
- The user signed in with a different email account
Recommended action:
- Confirm the invited email matches the login email
- Ask the workspace admin to verify user access
Issue: User Can See Workspace but Not Projects
Workspace access and project access are separate.
A user may:
- Be part of the workspace
- But not yet added to specific projects
Recommended action:
A Project Manager or admin should add the user to the relevant project.
Issue: User Has Limited Access
If users can see projects but cannot edit or interact fully, their role may limit permissions.
Recommended action:
Review and adjust the user’s role if additional access is required.
Always assign the minimum access necessary.
Issue: External Users Cannot Access Expected Content
External stakeholders may have intentionally restricted access.
Recommended action:
- Confirm which projects they need access to
- Avoid granting access beyond their scope
This maintains security and clarity.
How to Prevent Invitation and Access Issues
Project Managers and admins can prevent most issues by:
- Inviting users with the correct email address
- Confirming project access after invitation
- Communicating expected sign-in methods clearly
- Reviewing access settings periodically
When to Contact Support
Contact support if:
- Invitations fail repeatedly
- Access changes do not apply correctly
- Unexpected access behavior persists
Provide:
- User email address
- Workspace name
- Description of the issue
PM Best Practices for Access Management
- Add users intentionally
- Verify access after inviting
- Review access regularly