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Team collaboration on storyboards
Team collaboration on storyboards

How to use Boords to work collaboratively with your team

James Chambers avatar
Written by James Chambers
Updated over a week ago

With a team plan (Group, Agency or Powerhouse), you can invite your teammates to collaborate on storyboards while controlling project access. 

To learn more about the different team roles, check out this article. 

Collaborating with teammates

Being part of a team means that you and your teammates can edit storyboards and animatics simultaneously. Any changes that your teammates make will be updated in real-time on your account - no need to refresh the page 👌

Full & restricted access users: What's the difference? 

Restricted access users can be added to selected projects at a time, while full access users will be added to all projects by default. Restricted access users are ideal for one-off projects, but full access users are better suited to ongoing projects or for creative teams who collaborate with each other on a regular basis. 

Read more about the differences between full and restricted access users here.

When a teammate is added to a team plan (Group, Agency or Powerhouse), they’ll use one seat on the team. 

Setting up your team

Follow the steps below to invite a teammate to your team. You can invite them quickly by sharing a private link or send them an email invitation 👇

Invite with a link

  • On the Project Dashboard, click your profile image in the top right-hand corner. From the dropdown, select Invite People.

  • Set the toggle to allow people to join via the shared link.

  • Copy the link and send it to your teammates.

  • When you they click the link, they'll be added as a full access teammate and will be able to see all projects within the team account. The team owner will receive an email notifying them that the link has been used.

👆 Note: The invite team link is only available on Agency & Powerhouse plans.

Invite with email

  • As above, head to the Invite people page. Then, decide whether you want to give your teammate full or restricted access. 

  • Enter the email address of the person/people you'd like to work with and click Send invitations.

  • Your teammate will then receive an email letting them know that you've invited them to join the team. This email will include a link that they'll need to click in order to accept the invitation. 

  • Once they’ve accepted the invitation, their status will change to "Active" and they'll have access to the storyboards in your team account. 

If, at any point, you want to remove a teammate or change their level of access, you can do this from the Manage people page.

If you have any further questions about adding a teammate to your team account, please get in touch and let us know - we'd be happy to answer them for you 💬

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