Your team and access#
How to invite somebody, what that actually opens for them, and the one thing almost everybody gets wrong the first time.
It starts on «People»
Open «People» in the sidebar. The invite bar at the top takes either an email address or a mobile number; whichever you have is enough.
Scope, level, and which boards
Three things are asked underneath it: whether the access is to the whole workspace or to one specific process, which level it is, and which boards to tick in the list below.
You can tick no boards at all. The person is then a member of the workspace and still sees no process, which is a perfectly valid state and sometimes exactly the one you want.
Workspace membership does not open the boards
This is the one everybody gets wrong first, and the page says so under the form: adding somebody to the workspace on its own opens no process. Everybody, at any level, sees only the boards you ticked for them.
The one exception is the workspace owner, who reaches every board. Any other role, «Manager» included, sees only the boards that were picked for them.
Three levels, and the owner
«Viewer» only looks, «Editor» looks and changes, and «Manager» also sets other people's access. «Owner» is not something you grant; it is whoever made the workspace.
Somebody with no account yet
If that address or number has no account, an invite link is made instead of a membership and it is yours to send. Until they accept it and make an account, they have no access at all.
«Regenerate and copy» makes a fresh link every time and kills the previous one. If a link got out, that button is how you close it.
Changing it later
Anybody's level changes from their own row, and so does a pending invite's: you do not have to revoke it and send a second one. Taking access away is on the same row.
Add your team.
Create an account