How can I invite a seller to my workspace?
Inviting Seller To Workspace
Step 1: Access the "My Hires" Section
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Log In:
Log in to your Kosmic.ai account. -
- From the Marketplace menu on the left-hand side, click on "My Hires".
- This will take you to the main My Hires page, where you can manage your active jobs and collaborations.
Navigate to My Hires:
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Select the Job:
- Click on the job for which you want to invite the seller to a workspace (e.g., "Marketing Video Editor").
- This will open the Job Details page, showing the seller’s profile, job title, due date, and other project details.
Step 2: Initiating the Invitation to the Workspace
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Access the "Review Work" Tab:
- On the Job Details page, click the "Review Work" tab.
- This tab displays the seller’s work submissions, milestones, and collaboration options.
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Locate the "Invite to Workspace" Button:
- At the top-right corner of the Review Work tab, find the "Invite to Workspace" button.
- Click this button to initiate the invitation process.
Step 3: Sending the Workspace Invitation
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Click the "Invite to Workspace" Button:
- After clicking the button, a popup titled "Add to Workspace" will appear.
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Select the Workspace:
- The popup will display workspace details. Click Next to proceed to project selection.
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Choose or Create a Project:
- Use the dropdown menu labeled "Select Project" to choose a project.
- Option: You can select an existing project or create a new one directly from the dropdown.
- To create a new project, enter a project name and click Add.
- Send the Invitation:
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- Once you’ve selected or created the project, click the Send Invitation button.
System Behavior: The invitation will be sent to the seller, allowing them to join the workspace and start collaborating.
- Once you’ve selected or created the project, click the Send Invitation button.
Step 4: Managing the Invitation
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Track Invitation Status:
- After sending the invitation, you can track its status (e.g., "Awaiting Acceptance") in the workspace.
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Seller’s View:
- The seller will receive a notification prompting them to join the workspace.
- The message will include a Join Workspace button for the seller to accept the invitation.
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Collaboration Begins:
- Once the seller accepts the invitation, they will gain access to the shared project within the workspace, enabling smooth collaboration.
Quick Tips for Managing Workspace Invitations
Scenario | Action |
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Seller Doesn’t Accept Invitation | Follow up with the seller via the chat feature to remind them of the invitation. |
Need to Resend Invitation | Go to the workspace settings and resend the invitation. |
Sharing Multiple Projects | Create separate invitations for each project you want the seller to access. |
Next Steps
After inviting the seller to your workspace, here’s what you can do next:
- How to Track Job Progress
- How to Provide Feedback and Request Changes
- How to Communicate with Sellers Directly
If you have further questions, visit our Help Center or contact us at support@kosmic.ai.