Available for plans: Team, Business

Available for roles: Admin,Owner


Users

A board user is a person who evaluates the issues.

You can connect Ducalis users with users from the task tracker you import issues from. Or, you can send an invitation link to invite new users who are not from the task tracker you import issues from.

To add users to a board:

1. Inside a board, click Board Users and Team Settings.

2. Find the All board users section.

3. Click Add team member.

4. Click the user you want to add to the board. If you have a big user list, you will have a search field for typing a user name. You can add members in your organization (under Users) or users from your connected trackers (under Suggestions).

To invite new users to a board:

You can send an invitation link via email to invite new members to your organization. Before sending the invitation link, assign roles to them. A role can either limit them to just evaluating issues or it can give them the power to do more on the board e.g. editing the board, managing users e.t.c.

  1. Click on Invite.

  2. Enter the email address/es of the teammate/s you want to invite.

  3. Assign a role ( member/ admin).

  4. Click on Send Email Invitations to send.

In this case a user will be added to a board and to your organization.

Users who are added to the board or who accept the invitation and login into the board are indicated with a green "Active User" icon. While the ones who have not yet accepted their invitations are indicated with a "Pending User" icon.

Teammates added to All board users will evaluate criteria added for All users in criteria settings.


Teams

A team is a group of board users that have special evaluation criteria.

You can create teams to create specific criteria only members of that team will evaluate. It means that those people have a unique expert opinion.

For example, you may create team Devs and add Time and Complexity as team-specific criteria. Thus only users assigned to the Devs will evaluate them.

Criteria added to All users are available to every user regardless of their additional teams.

To create a team:

1. Inside a board, click Board Users and Team Settings.

2. Find the team creation field.

3. Type the team name.

4. Click Create Team.

To assign users to a team:

1. Inside a board, click Board Users and Team Settings.

2. Find the team you want to assign a user to.

3. Click Add team member.

4. Click the user that must be added. You can use the search field to find a teammate by name.

A user can be a member of several teams.


If you have any questions, please contact us in the chat bottom right corner.

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