Inviting Your Teammates to Your Programs

If you are an administrator, you can invite other members (your teammates) to your programs. This is especially helpful if you are working on a project as a team and need your teammates’ input, distribute tasks, and record meeting notes to share with others. 

Step 1. Open settings and click on the “Users” tab. Click the green “Invite User” box on the right.

Step 2. Once you click “Invite User,” you will be asked to type the email of the person you want to invite, their role, the language they want the invite email to be received in, and the programs that you want to assign.

There are three types of roles that you can assign:

• Admin (access to all programs) - Grant access to all the programs you have created. 

• Coordinator - Only grant access to the program(s) that you invite. 

• Viewer - Can only view the program that you invite.
  

Step 3. Once you invite a user, your invite will appear under “Pending Invitations.” You can revoke your invitation at any time.

• Related Articles

• Switching Between Programs

  Switching across different programs under your workspace can be done on any page on Canopy. Step 1. Click on the arrow on the top-left corner of your screen. Step 2. Once you click the arrow, all of your programs will be displayed on the left column. ...

• How to Archive Your Program and Restore Archived Programs

  Guide yourself to the settings page. On each of the active programs, click “Archive” to archive an active program. Click “Restore” to restore the archived program to Active.

• Managing Member Access to your Programs (Delete Access and Change Role)

  As an administrator, you can change the role and access of other members. Access the “Users” tab under settings. Under “Members,” admins will be able to change the members’ roles with a drop down list. Admins will be able to delete access to specific ...

• Workspace vs Program

  Workspace and program both represent layers of data representation. You can think of the Workspace as the entire building (your company’s secure, dedicated data space) and the Programs as the individual project rooms inside that building. Workspace: ...

• Candidate Pool - All Companies

  Under the “All Companies” tab on the “Candidate Pool” page, you can view all potential companies identified through external searches for startups. This includes companies discovered from startups across all programs, as well as companies that ...