There are two ways to invite team members to PlaybookUX
Invite by email
Invite by link
You can invite team members in your account settings on the "Team" page.
Click the circle with your initial in it, then click Account, then click the Team tab.
Inviting by a link
To invite team members with a link, toggle the feature on. Toggling it on will generate a link.
The link will change every 24 hours to protect your teams privacy.
After togging on "Invite with a link" you'll see a box where you can copy the link.
Copy the link to share with team members.
What your colleague see when they sign up with a link
After pasting the link in their browser, they're asked to provide their name, email and set up a password.
Once they create an account, they will seeing a message like this. They will not have access to your team's information until you approve them.
You will have to approve them before they can access your workspace projects.
This is a security feature to protect the wrong person from accessing your teams data.
Approving a team member
Team members who sign up from a link will show up here.
You can either approve the team member or remove them. Additionally, you can designate the member's role as Admin or User.
Admin role: Admins can remove people from the account and change their access level. They can also delete the workspace.
User role: Users cannot perform the admin functions above. However, they can create and launch projects.
Once you approve them, they'll show up in the team members section. You'll be able to change their role or remove them.
