3min

Inviting Users via Web UI

Inviting users is a very simple process, and takes only a few seconds.

In the upper right corner of the Rootly navigation bar, click your account name, then Invitations.

Invitations menu
Invitations menu



Enter the email of the team member you want to invite.

All users are invited as regular users, unless you check the administrator option. Note that this should be used sparingly as administrators have access to billing and account functions that regular users do not. This includes adjusting user privileges and inviting new users.

Once you've finished entering the email and optional administrator privileges, click Create Invitation.

Create an invitation
Create an invitation



Users will receive an email inviting them to join Rootly. All they need to do is click the Join button, and follow the signup process.

Rootly email invitation
Rootly email invitation



When the user signs up, they will have the option of authenticating using a username and password, or sign on through a third-party identity provider such as Google.

Users will need to enter their name, plus organization. Additionally, they will have the option of selecting any teams they want to join during the signup process.

Invitation signup flow
Invitation signup flow



👉 Important note: In order to use the Rootly Slack integration, new users will need to first connect their Slack accounts to Rootly.

To do so, from the Slack interface, simply type:

/rootly connect