Skip to main content
#member

Invite teammates

Prioritization works best when done collaboratively. Invite teammates to your organization to involve them in the evaluation process.

Invite users​

  1. On your Dashboard, click Users in the left sidebar.

    Users menu option in sidebar

  2. Click Invite.

    Invite button on Users page

  1. Click Copy Link.

    Copy Link button in invitation dialog

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

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

Users who join via the link will appear as Admins in your organization. You can change their role after they accept the invitation.

Send email invitations​

  1. Enter the email addresses of the users you want to invite.

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

  3. Choose their role: Admin or Member.

  4. Click Send Email Invitations.

    Send email invitations dialog

Users will receive an email with a link to sign up or sign in to your organization.

Join an organization​

Ask the Owner or an Admin to share an invitation link with you. When you follow the link, you'll join the organization as an Admin.

Switch between organizations​

  1. On the Dashboard, click the arrow in the left sidebar.

    Organization switcher in sidebar

  2. Select the organization you want to switch to from the dropdown.

Pending invitations​

All invitations you've sent that haven't been responded to appear under Pending.

Pending invitations list

You can change the user's role before they accept the invitation.

Change role for pending invitation

Filter users by role​

Use the filters at the top to view users by role. The number of users in each role appears next to the filter.

User role filters User counts by role

Delete users from an organization​

  1. Click Users in the left sidebar.

  2. Click the Bin icon next to the user you want to remove.

    Delete user button
warning

Users removed from the organization can't log in to it with the same email.

Last updated: Last week