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Inviting a new user

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Step 5 of 5 in Learning path: Set up LYNX-X for your organisation, leg 3 of 3: Users and templates. That completes Get going: back to the path page for what comes next.

Summary: Invite a colleague to your space from Configuration > Users. LYNX-X e-mails them an activation link at once; after they activate, they can sign in with the role you chose.

 

Applies to

Property Value
Product LYNX-X
Version 28.10.9854.0
Required permissions Space owner
Last updated 2026-10-20
Owner Support

 

Before you start

  • Have the person's e-mail address. It becomes their username.
  • Decide which role they need. You can tick more than one.
Role What it gives
Space owner Full rights to all data in the space: add, edit and remove projects, calendars and resources.
Space contact Receives the space's system notifications.
Space reader Can read all data in the space but not change it.
Project manager Plans, releases, monitors and maintains projects.
Task manager Coordinates and monitors tasks; does not have to do the work.

 

Procedure

  1. Open Configuration > Users.
  2. Select New in the left rail.

The Users screen

  1. In Invite user, tick the role or roles.
  2. Type the e-mail address under Invite new user. Ok becomes available once the address is valid.
  3. Select Ok. LYNX-X confirms: Invitation successfully sent to the user.

The Invite user dialog

Important
Ok sends the invitation at once; there is nothing to save. The dialog remembers the last address and roles you used, so check both before you select Ok.

 

Expected outcome

The person is listed straight away, under their e-mail address only. Their name, initials and company stay empty until they activate.

The invited user in the list

They receive an e-mail, You have been invited to join Lynx, with an Activate Account button and a link to install LYNX-X. The activation link is valid for 7 days. Next for them: Starting and signing in to LYNX-X.

When they have activated, their row shows their name and the details they entered. Press F5 in the list to see it.

The same user after activation

Note
A newly invited project manager sees an empty Project list. The role lets them create projects; it does not give them the existing ones.

 

Removing a user

  1. In Configuration > Users, select the person and select Delete.
  2. LYNX-X asks you to confirm: "Once removed this user will no longer be able to login into this space". Select Remove user.

Remove user from space

  1. Select Save, then Apply changes. Until you do, the removal is not stored.

Apply changes

 

Troubleshooting

Problem Resolution
The person did not receive the e-mail. Ask them to check their spam or junk folder.
You want to send the invitation again. See the note below.
The new user's name does not appear. Press F5 in the list. Leaving and reopening Users does not refresh it.
A role column cannot be ticked. Greyed columns, such as Resource manager and Team manager, are set on the object itself. See Assigning roles via an object.

Note
LYNX-X has no Resend invitation yet. Inviting the same address again does not send a new e-mail.

 

See also

 

Revision history

Version Date Author Changes
1.0 2026-10-20 Support Rewritten for LYNX-X, with screenshots of each step, what the invited person receives, and how to remove a user.

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