If you've chosen a team plan, inviting your teammates to work on projects with you is just a few clicks away!
First, click your profile image in the bottom left-hand corner of the Project Dashboard. From the menu, select Manage Team.
Here, you can decide whether you'd like to give your team member full access, restricted access or add them as an admin. All three will use a seat on the team, but they'll have different levels of functionality and access.
To learn more about the differences between them, take a look at this article.
To send an invitation to a teammate, enter their email address and click Invite. If your team-member doesn't already have a Boords account, they'll be asked to create one before joining the team.
Once your teammate has accepted the invitation, they'll be able to see and edit the projects they've been granted access to.
If you need to change their role on the team, click the menu next to their name and select the new role you'd like to give them. You'll also be able to remove them from the team here, if necessary.
👆 Note: For more information about the various team roles that are available, take a look at this article.
You're all set to collaborate 🎉