Invitation and Membership Status

Available for plans: Team, Business

Available for roles: Admin,Owner

Prioritization is best when collaborative.

To involve people in evaluation, you have to invite them to your organization.

To Invite Members:

1. Click Manage next to the Members on the dashboard.
OR

2. Click Members in your personal menu from anywhere.

3. Click Invite

To invite by link:

1. Click Copy Link

2. Share the link with the people you want to invite.

3. Ask them to sign up or sign in via the link.

4. They will appear as Members of your organization. You can change their status after they accept the invitation.

To invite by email:

1. Specify the email addresses of the people you want to invite.
   OR

2. If you've integrated a tracker, choose from the list of the tracker users.

3. Choose their role—Member or Admin.

4. Click Send Email Invitations.
   A user should then sign up via the link in the letter.

To join anybody's organization

Ask them to share their Invitation link with you.

Once you follow the link, you become a member of that organization.

To switch between organizations

Go to your personal menu from anywhere and click the required organization.

Membership Status

To see and manage the members of your organization:

1. Click Manage next to the Members on the dashboard.
OR

2. Click Members in your personal menu from anywhere.

3. Click the status button next to the person's ID card to change the access level.

4. Click the Bin button to block the person. People removed from the organization can't log in to it with the same email.

Possible Statuses

• Owner
  Owner is the one, who created the organization. The Owner has the same access level as Admins.

• Admin
  Admins can manage people, trackers, boards, and billing info. They can set up teams, criteria, formulas, and other board settings. They can see boards where they don't have a team if logged in to the tracker. They can't evaluate them but can assign themselves to a team to do so.

• Member
  Members can only evaluate issues, see the Top Priorities page, and the Alignment page in the boards they have a team assigned.

• Grant site access
  This button have only previously removed people. Click it to let people log in to the organization with the same email.

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