Bring people into a workspace from Settings ▸ Members or the ➕ Invite button. Each person gets a role that decides what they can change.
Invite by email
- Open InvitePress ➕ Invite at the top of the board, or go to Settings ▸ Members.
- Paste their emailsOne or many. They must later sign in with exactly that address.
- Pick a roleMember for most people; Viewer for someone who only looks; Guest for someone outside the team.
- SendWe email the invitation for you. They press Join team, or find it on their home page.
Invite by name
If your university or company is set up as an organisation, start typing a colleague’s name instead of their email. Signed in with Microsoft? Trawpie can search your organisation’s directory too, just like Outlook.
When an invitation doesn’t arrive
- Ask them to check their junk or spam folder.
- In Settings ▸ Members ▸ Pending invitations you can see whether it was emailed, press Resend, or Copy link and send it yourself.
- They must verify their email address before they can accept: the home page shows them how.
Example
Jo is invited as a Member at jo@uni.ac.uk but signs in with a personal Gmail. The invitation won’t show, because it belongs to the university address. Jo signs out and back in with jo@uni.ac.uk, and it’s there.
Supervisors, sponsors or clients who only need to look can be Viewers: they see the board and analytics but can’t change anything. Someone who should work on a few tasks only can be a Guest.