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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