Invite Organization Members

To invite new members to your organization, please follow these simple steps: (Admin only)

Step 1: Go to the Settings section and select Org Members. Once there, click "ADD NEW MEMBER" on the top right corner of the page.

Organization Members Page

Step 2: Then, you have two options to invite the members:

1. INVITE - To invite a single member, enter their email address and select a role from the available options. Click "NEXT" and then "ADD TO ORGANIZATION" to confirm.

INVITE Tab

1. BATCH INVITE - To invite multiple members at once, upload a new member list file using the provided template and click "UPLOAD".

BATCH INVITE Tab

The roles available are Member, Admin, and Super Admin.

1. Member - A member can access “Org Apps”, “Data Boards” (they cannot delete/create/edit board and cannot delete/create/edit fields) and “Teams” (they cannot create/delete/ edit team).

Org. Member view

1. Admin - An admin has full access to all pages and can add other admins/members, deactivate members, connect to channels, set up workflows and other settings.

2. Super Admin - A Super Admin is essentially the first point of organization members, this role can do everything Admins and Members can do and deactivate other admins/members.

Org. Admin and Super Admin view

Once you've completed the steps, the new members will be added to the member list.

Note: The Organization roles and Team roles are irrelevant. Organization Admin can be the Team Representative, also the Organization Member can be the Team admin.