How to Invite Team Members

Invite Team Members

A video walkthrough is available. Please click here.

You can invite a user by following this simple process:

Step 1

Click on the “Members” tab on the left sidebar, then click “Invite member” towards the top right corner.
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Optional

If you have multiple organizations, you can select the org you want to invite members to from the organization drop-down in the top right corner.

Step 2

Enter the email address of each team member you’d like to invite on separate lines, then select their role within the organization and select the projects you want them to be added to. You could also have your team sign up and get invited to your organization by sending them your unique invite URL.

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Step 3

Your team member will need to accept the invitation in their email inbox.

Important Note – It’s generally a good idea for you to follow up with your team to make sure that they have received and accepted your invitation. This lessens the chance that they will ignore the email.
If your users don’t receive the email, you can resend it via the “Invites” tab. You can also use that page to edit your users’ roles and other data before they accept the invite.

pending invites

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