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Add tax firm users (preparers, staff, etc.) to their workspace by email addresses. Users are immediately added to the workspace and can sign in right away.
mutation AddUsersToWorkspace($workspaceId: ID!, $userEmails: [String!]!) {
  addUsersToTheWorkspace(workspaceId: $workspaceId, userEmails: $userEmails) {
    id
    email
    name
    role
  }
}

Arguments

workspaceId
ID!
required
Workspace identifier (corresponds to a tax firm). Add users to the workspace that corresponds to their tax firm.
userEmails
[String!]!
required
Array of email addresses for the tax firm’s users. You can add multiple users in a single request.

Returns

addUsersToTheWorkspace
[User!]!
Array of user objects that were added to the workspace.

Example

curl -X POST https://gateway.filed.com/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer <accessToken>" \
  -H "source-platform: my-sample-platform" \
  -d '{
    "query": "mutation AddUsersToWorkspace($workspaceId: ID!, $userEmails: [String!]!) { addUsersToTheWorkspace(workspaceId: $workspaceId, userEmails: $userEmails) { id email name role } }",
    "variables": {
      "workspaceId": "workspace_123456",
      "userEmails": [
        "[email protected]",
        "[email protected]"
      ]
    }
  }'
{
  "data": {
    "addUsersToTheWorkspace": [
      {
        "id": "user_789",
        "email": "[email protected]",
        "name": null,
        "role": "user"
      },
      {
        "id": "user_790",
        "email": "[email protected]",
        "name": null,
        "role": "user"
      }
    ]
  }
}
Users are immediately added to the workspace - no email invitations are sent. Users can sign in using their email address right away to access the workspace. If a user already exists, they will be added to the workspace without creating a duplicate account.

Troubleshooting

Problem: Tax firm users unable to access workspace after being added Solutions:
  • Verify email addresses are valid and correctly formatted
  • Check that users haven’t already been added to the workspace
  • Ensure workspace ID corresponds to the correct tax firm
  • Verify you’re adding users to the correct workspace for their tax firm
  • Confirm users can sign in using their email address - no invitation email is required
  • Ensure users are using a valid deep link with the workspace slug format /w/{workspaceSlug}/ (recommended) or /w/redirect/ (convenience option)