Administration
Inviting someone from your team
How to add a colleague, and what to decide before clicking invite.
Inviting someone takes thirty seconds. What deserves a minute's thought is what they will be able to do, because changing it later is more awkward than getting it right first time.
How to do it
- 1
Go to Settings → Members.
- 2
Click "Invite" and enter their work email.
- 3
Choose what they will be able to do.
- 4
Send. They receive an email to sign in and set their password.
What to decide first
| Question | Criterion |
|---|---|
| Do they need to change settings? | If not, do not make them an administrator |
| Do they need to delete? | Almost never. It is the permission that does most damage |
| Do they need to see everything? | If they work in one area, scope them to their team |
Important
Two administrators, not one and not five. With only one, if that person loses access nobody inside can fix it; with five, nobody feels responsible for anything.
If the invitation does not arrive
- Check the address is spelled correctly: that is 90% of cases.
- Have them check spam.
- Resend it; the previous link still works.
Worth knowing
Invite when there is something to show. Signing in to an empty account engages nobody; signing in to a process that already works does.
›Does having more people cost anything?
It depends on your plan; check before inviting twenty people.
›Can non-administrators invite others?
No, and it is better that way.
›Can what they do be changed later?
Yes, at any time.
A real case
The situation
A company invites all five team members on day one and nobody signs in.
What you do
- Waits until one process is working
- Invites them again with something to show
What you get
All five sign in that week because there is something concrete to do inside.
The situation
Somebody is invited without deciding their permissions.
What you do
- Picks the role when inviting
What you get
They come in able to work and without seeing too much.
The situation
The invitation goes unaccepted for weeks.
What you do
- Checks the pending invitations
What you get
Onboarding is closed or withdrawn.
The situation
The invitation goes to a personal address for convenience.
What you do
- Uses the corporate address
What you get
Departure cuts access.
The situation
Somebody joins and nobody shows them where to start.
What you do
- Points them at the process they will use
What you get
Day one is useful.
The situation
Somebody who only had to provide one document is invited.
What you do
- Sends them a link instead of inviting them
What you get
No licence is consumed for one contribution.
This article answers
- how do i invite a colleague
- add users to the account
- give access to someone in my company
- my colleague did not get the invitation