Invite someone

Steps

1. Open Settings → Users & Roles, on the Team tab.

2. Choose Invite someone.

3. Enter their email address.

4. Choose their tier and tick their roles.

5. Add a message if you like.

6. Choose Send invitation.

What they get

An email with a link to join. If email isn't set up, use Show link to copy the link and send it yourself. Resend email sends it again; Revoke cancels it.

Good to know

• The invitation is matched to the person's verified email address when they sign in, so it can't be used by someone else.

• You can only give roles whose permissions you hold yourself.

• Remember to give them workflow roles too, or they won't be able to move anything on the boards.