{"id":10920,"date":"2026-08-24T09:31:56","date_gmt":"2026-08-24T09:31:56","guid":{"rendered":"https:\/\/trainingportal.cobuilder.com\/?p=10920"},"modified":"2026-10-23T14:34:15","modified_gmt":"2026-10-23T14:34:15","slug":"how-to-assign-the-invitations-manager-role-to-an-existing-user","status":"publish","type":"post","link":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/","title":{"rendered":"How to assign the Invitations Manager role to an existing user"},"content":{"rendered":"

The Invitations Manager<\/strong> role can be assigned to existing users in addition to their Collaborate role. A user with this role can invite other users directly to projects without involving a platform administrator \u2014 this speeds up onboarding by letting designated team members manage project invitations directly, without waiting on an administrator.<\/p>\n<\/div><\/div><\/div>

Note:<\/span> Invitations Managers can only invite users to specific projects and cannot manage access across the platform.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

Assign the role<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

Log in to Cobuilder Platform, then go to Team members<\/strong> under Company management tools<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

2<\/p>\n<\/div><\/div><\/div>

Find the user you want to update by searching the list, then click the three dots to the right of the user and select User details<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

3<\/p>\n<\/div><\/div><\/div>

Under Platform role<\/strong>, select Invitations Manager<\/strong> and click Save<\/strong> to confirm the change.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div><\/div><\/div>

Note:<\/span> Platform role is mutually exclusive. If the user currently has Platform administrator<\/strong> or Platform user<\/strong>, that role is removed when you assign Invitations Manager<\/strong>. Their role within Cobuilder Collaborate itself (e.g. Company admin) isn\u2019t affected.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

\u2713 The user now has the Invitations Manager role and can invite other users directly into the projects they have access to.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

Related articles<\/span><\/p>\n<\/div>

Managing users and roles \u2192<\/a><\/p>\n<\/div>

How to invite a new user \u2192<\/a><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":10,"featured_media":2491,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26,135],"tags":[],"class_list":["post-10920","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general-help-articles","category-users-and-roles"],"yoast_head":"\nHow to assign the Invitations Manager role to an existing user - Cobuilder Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to assign the Invitations Manager role to an existing user - Cobuilder Support\" \/>\n<meta property=\"og:url\" content=\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/\" \/>\n<meta property=\"og:site_name\" content=\"Cobuilder Support\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-24T09:31:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-23T14:34:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1378\" \/>\n\t<meta property=\"og:image:height\" content=\"257\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Deniza L\u00f8vseth\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Deniza L\u00f8vseth\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/\",\"url\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/\",\"name\":\"How to assign the Invitations Manager role to an existing user - Cobuilder Support\",\"isPartOf\":{\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg\",\"datePublished\":\"2026-08-24T09:31:56+00:00\",\"dateModified\":\"2026-10-23T14:34:15+00:00\",\"author\":{\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/#\/schema\/person\/133f44362b94df196d17fdd879e2f933\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/#primaryimage\",\"url\":\"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg\",\"contentUrl\":\"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg\",\"width\":1378,\"height\":257},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/#website\",\"url\":\"https:\/\/trainingportal.cobuilder.com\/en\/\",\"name\":\"Cobuilder Support\",\"description\":\"Cobuilder Support | FAQs\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/trainingportal.cobuilder.com\/en\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/#\/schema\/person\/133f44362b94df196d17fdd879e2f933\",\"name\":\"Deniza L\u00f8vseth\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/55f0b44fc197a42f7bb7550f55414248a44d4f6382bd19883f6590a00ec838ca?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/55f0b44fc197a42f7bb7550f55414248a44d4f6382bd19883f6590a00ec838ca?s=96&d=mm&r=g\",\"caption\":\"Deniza L\u00f8vseth\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to assign the Invitations Manager role to an existing user - Cobuilder Support","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/","og_locale":"en_US","og_type":"article","og_title":"How to assign the Invitations Manager role to an existing user - Cobuilder Support","og_url":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/","og_site_name":"Cobuilder Support","article_published_time":"2026-08-24T09:31:56+00:00","article_modified_time":"2026-10-23T14:34:15+00:00","og_image":[{"width":1378,"height":257,"url":"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg","type":"image\/jpeg"}],"author":"Deniza L\u00f8vseth","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Deniza L\u00f8vseth","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/","url":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/","name":"How to assign the Invitations Manager role to an existing user - Cobuilder Support","isPartOf":{"@id":"https:\/\/trainingportal.cobuilder.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/#primaryimage"},"image":{"@id":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/#primaryimage"},"thumbnailUrl":"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg","datePublished":"2026-08-24T09:31:56+00:00","dateModified":"2026-10-23T14:34:15+00:00","author":{"@id":"https:\/\/trainingportal.cobuilder.com\/en\/#\/schema\/person\/133f44362b94df196d17fdd879e2f933"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-assign-the-invitations-manager-role-to-an-existing-user\/#primaryimage","url":"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg","contentUrl":"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-new-user-1.jpg","width":1378,"height":257},{"@type":"WebSite","@id":"https:\/\/trainingportal.cobuilder.com\/en\/#website","url":"https:\/\/trainingportal.cobuilder.com\/en\/","name":"Cobuilder Support","description":"Cobuilder Support | FAQs","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/trainingportal.cobuilder.com\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/trainingportal.cobuilder.com\/en\/#\/schema\/person\/133f44362b94df196d17fdd879e2f933","name":"Deniza L\u00f8vseth","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/trainingportal.cobuilder.com\/en\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/55f0b44fc197a42f7bb7550f55414248a44d4f6382bd19883f6590a00ec838ca?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/55f0b44fc197a42f7bb7550f55414248a44d4f6382bd19883f6590a00ec838ca?s=96&d=mm&r=g","caption":"Deniza L\u00f8vseth"}}]}},"_links":{"self":[{"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/posts\/10920","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/comments?post=10920"}],"version-history":[{"count":5,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/posts\/10920\/revisions"}],"predecessor-version":[{"id":12642,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/posts\/10920\/revisions\/12642"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/media\/2491"}],"wp:attachment":[{"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/media?parent=10920"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/categories?post=10920"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/trainingportal.cobuilder.com\/en\/wp-json\/wp\/v2\/tags?post=10920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}