Add Users to a Connection

    You can invite someone to help manage a connection at any time — not just when you first create it. Depending on your own role, you can invite them as an Owner or a Collaborator. This is done from the connection's Connection Properties page.

    Who can invite whom

    • Owners can invite either an Owner or a Collaborator.
    • Collaborators can invite a Collaborator (not an Owner).

    Steps

    1. Open the connection and go to Connection Properties.
    2. Go to the Users and Roles section.
    3. Click Add User.
    4. Enter the person's email address and select the role to grant — Owner or Collaborator.
    5. Send the invitation.

    While an invitation is pending

    The invitee shows in the member list marked Invite Pending.

    • An Owner can cancel any pending invitation.
    • A Collaborator can only cancel invitations they sent themselves.
    • Once cancelled, the link grants nothing.

    Removing someone from a connection

    • An Owner can remove anyone; a Collaborator can remove a Collaborator they invited themselves (not one invited by someone else, and not an Owner).
    • The connection's Initiator — the Owner who originally created it — can't be removed by anyone, and can't leave the connection either.
    • Anyone else can also remove themselves from a connection they no longer want access to.
    • The removed person is emailed, naming who removed them and from which connection.