Inviting Team Members
Collaboration is key. Learn how to invite team members to your workspace and boards.
2 min readUpdated December 2024
Invite to Workspace
Adding team members to your workspace is quick and easy. Follow these steps to send an invitation.
1
Open workspace settings
Click on your workspace name in the sidebar.
2
Click Members
Find it in the settings sidebar.
3
Enter their email
Type the email address of your team member.
4
Choose their role
Select Admin, Member, or Viewer.
5
Send Invite
They will receive an email invitation to join.
Member Roles
Each role has different permissions to help you control access.
- Admin - Full access including billing and member management
- Member - Can create and edit boards and cards
- Viewer - Read-only access to boards they are added to
Sharing Boards
You can also share individual boards with people outside your workspace.
Share a Board Link
Click the Share button on any board to copy an invite link. Recipients can view or join the board depending on the link settings you choose.
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Tip
Use board-level sharing for external collaborators like clients or contractors who only need access to specific projects.
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