Inviting New Users to Teamly

Modified on Mon, 29 May 2023 at 10:59 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:

1. Click Manage Team in the left side panel.

2. Click the Add users button in the upper-right corner.

3. Enter your invitee’s email in the email address textbox.

4. Choose a user type from the User type picklist.

Note: User types have the following privileges.

Users - Users do NOT have administrative privileges.
Managers - Managers have LIMITED administrative privileges. They can do everything Admins can, except edit billing information or modify Admin accounts.
Admins - Admins have FULL administrative privileges.

5. OPTIONAL: Enter the team user’s job title in the role textbox.

6. Put a checkmark next to the projects you want your user to have access to.

7. Click the Send Invite button.

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