🧑‍🤝‍🧑 How to Invite Teammates

Updated over a week ago

1 min read

You can invite new teammates to your Perfect Wiki account in two easy ways: Seamless-Entry for auto-joining, or direct invites for hand-picking users.

Tip: 📝 More details in our Help Center.

1. 🚪 Seamless-Entry (Auto-Join)

  • Go to Settings → Users or open the Invite users tab in any knowledge base.
  • Ensure “Seamless-entry” is enabled (it’s on by default).
  • Now, any Microsoft Teams member with your company’s email domain can join your Perfect Wiki just by clicking the tab and signing in.
    • They’ll automatically be added as readers (admins by default during trial).
  • You can manage their roles later in settings.
  • Need multiple domains? Contact support

2. ✉️ Invite Specific Users

  1. Go to Settings → Users or click Invite users in any knowledge base.
  2. Enter your teammate’s email and choose their role (reader, editor, admin).
  3. Click Send Invitations.
  4. The user will appear with the status “Invite sent.”
  5. They’ll receive an email - after clicking “Accept Invite,” they’ll be added with the selected role.

🔄 FAQs

  • How do I turn off Seamless-entry?
    Open the Invite users tab and toggle the switch off.
  • Can I invite users from outside my company domain?
    Yes, just send them a direct invite by email.
  • How do I revoke an invite?
    Click “Delete” next to the user with status “Invite sent.”
  • How do I know if a user is added?
    Once they accept and sign in, they’ll show in your user list with the assigned role.
  • What if I delete a user?
    They’ll lose access, unless Seamless-entry is enabled and they’re using your domain email.

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