Inviting Users to ScaleUp Workspaces

Table of Contents

Inviting Users

Joining an Existing ScaleUp Workspace

Inviting Users

There are a few ways you can invite users to join your ScaleUp account. You can also join an existing account if you are invited by a colleague.

Note:

Multiple users are supported on all plans. You can add up to 5 users (primary user + up to 4 more). For more information on available plans, check out this article.

To invite new users:

1. From the left-hand dashboard, choose Account Management.
   
2. Click Team Memebers, then Add Member.
   
3. Enter the name and email address of the user you'd like to invite, along with an optional custom message. Click Send Invite. You can also add more users at once from this same modal.
   
4. The invited user will receive an email like you see below.
   

Note:

Users can resend the invite by following the flow to invite for the same email again.

Joining an Existing ScaleUp Workspace

As an invited user, if you receive an email from your colleague/ScaleUp, begin creating your account by clicking Activate Account in the email.

Follow the on-screen prompts to create your account. For more on activating a new account, check out this article. 

If you are attempting to create a new account without having been invited by a colleague, and ScaleUp detects that someone else at your company (with the same email domain) has already created an account, you'll be asked if you'd like to join that workspace. If you choose to join your colleague(s), ScaleUp will send a request on your behalf to the admin user of the account. Once they approve your request to join, you'll receive a welcome email to begin setting up your account.

Note:

Shared accounts among multiple colleagues will share usage limits, etc. based on your plan. By default, searches are not shared. Even in shared workspaces, users must take action to share a search with a colleague. 

You can also decline to join your colleagues in favor of your own account. If you have an existing plan/account and want to join a colleague in their plan, we will downgrade your existing account in order to join the shared workspace. Usage limits will not transfer to your new account.

In a shared account, users can only see the searches they've been granted access to. Searches are private by default, requiring explicit sharing for others to view. This preserves privacy and control, while enabling collaboration when needed. Sharing searches is a manual process, allowing you to selectively grant access and keep sensitive work private.

• Accounts can have multiple users
• Users only see searches they've been granted access to
• Sharing a search is an explicit action using the Share button
• Can add or remove user access to a shared search
• Same sharing workflow on search page or through More options
• Shared searches are visible, unshared ones remain private