Articles on: Account Management

How to Invite Team Members

You can invite multiple team members for your project with Leanbe.

Invited team members can have exact roles with specific permissions. Please, check the following article on how to manage team members roles.

Steps to invite Team Members.

Navigate to your Dashboard, open the Settings tab and choose " Team Members" option.

Click on the "Invite User" button on the bottom right corner of your screen.

Email, Project and Project Role fields can be seen in the window.
Email - add email address to invite new user/users.
Project - select the project from the drop down list to invite new user/users.
Project Role - choose one of available roles for the project or create any custom one clicking on " Create Role" button.

Admin and Author roles are available by default with different permissions.

Click on "Invite" button when all the fields are filled in.

Invitation will be sent to your email address for approval. Check your email address to find an email with invitation and approve it.

Invitation can be edited or deleted clicking on the button(s) highlighted on the screenshot below:

That's it! Now you know how to invite team members.

Updated on: 21/02/2022

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