Invite people to a workspace
Invite teammates to the workspaces they need, with the access they need. Everyone in a workspace sees its tasks and receives its email alerts.
-
Open Users
Click Users in the left sidebar and click Invite people.
-
Fill in the invitation
Enter their First name, Last name and Email, choose one or more Workspaces and pick a Role, then click Send invitation.
-
They accept by email
They get an email with a link to join the account. Until they accept, their status is Invitation sent; if the email went astray, open the three dots on their row and choose Send the invitation again.
Roles
| Role | Can |
|---|---|
| Guest | See tasks and their changes, and comment on checks; change nothing. |
| Editor | See and change tasks in their workspaces, and flag or hide changes. |
| Admin | Everything, and manage the account: people, plans and billing. |
Click Edit on someone’s row to change their role or workspaces. To take them off the account, open the three dots on their row and choose Remove from the account.
Your plan sets how many people your account can have. Seats in use at the top of the Users page shows the count; when every seat is in use, Invite people is greyed out. The Users page is for admins of Business accounts.