Only admins with Edit Account Settings and Data set as On access can invite new users to Runn.
There are two ways you can invite users to your Runn account:
Inviting someone you already manage as a resource in Runn
Inviting someone you do not currently manage as a resource in Runn
Inviting someone you already manage as a resource
From the People Planner, click on 3-dot icon next to a Person's Name.
Click on the 'Invite to Runn' button.
You will be instructed to add an email address if none is currently saved > Continue
Choose a User Type and define the permission settings.
If the user is a Manager, define the People Access and Projects Access.
Define the Financial Data Permissions
If the user is a Manager,
Manage People is On
From the People (All) Tab, select the people to be managed by the user (All or Restricted).
If Restricted is selected, add the people's names under Managed People.
You can bulk add multiple people by adding their email addresses, comma-separated. E.g. "alex@runn.io, annie@runn.io" and press Enter
The email address must have been added as Person Details to the Person
Manage Project is On
From the Projects (All) Tab, select the projects to be managed by the user. (All or Restricted)
If Restricted is selected, add the project names under Managed Projects.
Click Add User.
Inviting someone you currently don't manage as a resource
Click on your user profile icons and go to Settings > Users.
Click Invite User to Account.
Enter the email address of the user you want to invite in the Email field > Continue
Choose a User Type and define the permission settings.
If the user is a Manager, define the People Access and Projects Access.
Define the Financial Data Permissions
If the user is a Manager,
Manage People is On
From the People (All) Tab, select the people to be managed by the user (All or Restricted).
If Restricted is selected, add the people's names under Managed People.
You can bulk add multiple people by adding their email addresses, comma-separated. E.g. "alex@runn.io, annie@runn.io" and press Enter
The email address must have been added as Person Details to the Person
Manage Project is On
From the Projects (All) Tab, select the projects to be managed by the user. (All or Restricted)
If Restricted is selected, add the project names under Managed Projects.
Click Add User.
The new invitation will be pending and appear under Invitations until the user accepts the invite and sets up their account. Invites expire after 7 days.
You can resend or cancel a pending invite. Once cancelled, Runn invalidates the link in the email invite and the user will no longer be able to create an account.
Bulk Invite Users via CSV
If you have a lot of users to invite at once, use our CSV tool to invite new users.