If you've chosen a Team Plan, inviting your teammates to work on projects with you is just a few clicks away! 

  • First, click the Team icon on the top of your Project Dashboard. 
  •  Here, you can edit your team name and invite users. To send an invitation, enter your teammate's email address into the text box and click the Send invite button. If they don't already have a Boords account, they'll be asked to sign up before joining the team.
  • Once your team member has accepted your invitation, you can change the level of access that you'd like to give them. 

The image below shows a Restricted Member.

  • To change your team member's access, simply click on their current role and change it depending on your needs. Find out more about the different roles here

You're all set to collaborate 🎉  

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