How to invite users
Watch our short tutorial:
Follow the steps below:
1. Click on "Settings" from the menu on the top:
2. Click on "Users":
3. Click the blue "Invite User" button at the top-right:
4. A new "Invite a user" window opens on the right. Fill in the new user's details, assign a role from the drop-down menu and "Assign a license" to the user.
There are 3 predefined roles you can assign to new users:
Admin: a user with access to all system areas including project, inviting users, accessing reports and finance.
Team member: a user with the ability to access and change only projects and/or tasks they are assigned to.
Guest: a user that only has access to view (read-only) projects and/or tasks they are assigned to.
Click the blue "Invite user" button on the bottom-left corner of the window to send the invitation.
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