Raven

Raven

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Add people to Raven

To use Raven, a person needs an account on your Frappe site and the Raven User role. Add people from Settings > Users.

Add a person from Settings

  1. Click your photo at the bottom of the left rail, then click Settings.
  2. Click Users.
  3. Click Add User.
  4. Enter their email address.
  5. If they don't have an account on the site yet, enter their First Name and Last Name.
  6. Under Workspaces, tick the workspaces to add them to.
  7. To add them to channels too, click Select channels next to a ticked workspace, and tick the channels.
  8. Click Send Invite.

The Add User dialog

A person without an account gets a new account and an email from the site to set their password. The site must be set up to send email.

If the email belongs to an account already on the site, the name fields go away and the button changes to Add. Click Add to give that person Raven. If they are already in Raven, the dialog says This user is already on Raven.

If your site has one workspace and you are its admin, it is ticked already.

Add system users automatically

Raven can add the system users on your site for you. In Desk, open Raven Settings. The setting is Automatically add system users to Raven. It is on when Raven is installed.

When it is on, a system user who is not in Raven yet is added when their account is created or saved. Turn it off to choose who uses Raven yourself.

Add people during setup

An admin can add people while setting up Raven, in the Add your team step. See Get started.

On the mobile app

Settings is on the computer only. Add people from Raven on a computer.

Last updated 1 week ago
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