Inviting New Users to Teamly

Modified on Fri, Nov 17, 2023 at 8:15 AM

Once you’ve created your Teamly account, you’ll want to invite users to your workspace, so you can immediately begin collaborating using Teamly. 

In this tutorial, you’ll learn how to:

  • Invite your users to Teamly

  • Give them administrative privileges (or not)

  • & Choose which projects they can access

To invite team users to Teamly:

Click "Invite Users" in the left side panel.

Enter the user's email address.

Configure the user type.

User types have the following privileges.

Users: Can manage their personal account. Can add/remove their own tasks/files.
Managers: Admin at the project level and can manage all configurations, tasks and files at the project level. Administrators: Admin at the workspace level. Does not own the workspace. Can manage all settings but will not be able to archive projects or change billing information.

OPTIONAL: Enter the user’s role for example, a Software Engineer or a UI/UX designer.

Select the projects the user should have access to.

Click on "Send Invite."

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