Inviting Users

Send invitations

4 min read

New users join through email invitations with pre-assigned roles.

Steps

  1. People > Invite
  2. Enter email
  3. Select role
  4. Assign team (optional)
  5. Send invitation

Copy Link

If email doesn't arrive (300/day Brevo limit), copy the link and share directly.

Tip

Invitations are tracked in People > Invitations.

Importing many users at once

If you already have a list of people in a spreadsheet, import them all at once instead of inviting them one by one. Rows that include an email address are sent an invitation to set their own password and appear under People > Invitations. Rows left without an email become passive members (no login) โ€” useful for workshop crews you only assign work to.

  1. People > Users
  2. Click Import
  3. Download the CSV or Excel template
  4. Fill in First Name, Role and (optionally) Email for each person
  5. Upload the file and review the preview
  6. Start the import

Tip

Admin and Manager roles cannot be imported โ€” invite those people individually so they verify their email. Import always creates new people; it never overwrites existing accounts.

Inviting someone who already uses FreeMaint

If the email you invite already has a FreeMaint account in another workspace, that's not an error. When they open the invitation they'll be asked to confirm switching into your workspace. If they are the only member of their current workspace (often a leftover trial), it is closed and they join yours; if that workspace has other members or a paid plan, they'll be guided to leave it first or contact support.

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