Skip to main content

Invite collaborators to a workspace

Invite clients, partners, or other external people to a workspace and provide access to multiple projects through a single login.

What are collaborators?

Collaborators are external people who are granted access to a workspace.

Unlike individual project shares, they do not need a separate share link for each project. Instead, they receive a personal login and can access all shared projects from one place.

New projects automatically appear as soon as they are created or added within the workspace.

When should I use collaborators?

Collaborators are ideal for clients and partners who regularly work with you and need access to multiple projects.

Share Link

Collaborator

Share a single project

Share multiple projects

Separate link for each project

One central access point

Best for one-time sharing

Best for ongoing collaboration

Projects must be shared individually

New projects appear automatically

Invite a collaborator

  1. Open the desired workspace.

  2. Click the 3-dot menu in the top right corner.

  3. Switch to the Collaborators tab.

  4. Enter the email address.

  5. Select the desired permission level.

  6. Click Invite.

What happens after the invitation?

The invited person receives an email with an invitation link.

When opening the link for the first time, they are asked to create a password. A personal moodcase account is then created automatically.

No separate registration is required.

After signing in, the collaborator can access all projects shared within that workspace from one central location.

Permissions

Collaborators use the same permission system as project shares.

Simply select the desired permission level when sending the invitation. Existing moodcase users will already be familiar with these permission options.

The selected permission applies to all projects within the workspace and can be changed at any time from the Collaborators tab.

Remove a collaborator

Collaborators can be removed from a workspace at any time.

Once removed, they immediately lose access to all projects and files within that workspace.

Their moodcase account remains available, but they can no longer access the workspace unless they are invited again.

Did this answer your question?