Knowledge Base

Add Members to a Board

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If you’re the administrator of your board, you can add members and set the permission levels to the members of your board. Learn more about User Roles here.

Add a Board Member

  • From your board, click the Settings icon on the top right corner, then the Board Settings menu.
Boards - Add Members to a Board - board settings
  • A Settings window will open. Click on the Add Members button on the upper right hand corner.
Users - View Members of a Board - add members button
  • From the Add Members window, you can type in the email addresses of the team members you would like to invite to your board. Click the ‘Invite’ button to add them to the list.
Boards - Add Members to a Board - invite button
  • After inviting a team member, you’ll be able to set their permission level. Click on the Viewer button to change their level. Learn more about the different user roles here.
Boards - Add Members to a Board - user role
  • To send the invitation, click on the ‘Add Member’ button.

Adjust Permission Level for Board Members

  • From the Members window, click on the gear icon on the right hand side of the member you want to adjust permissions for.
  • From the dropdown menu, click on the permission level you want to give the board member. This is also where you can remove a user’s access from the board.
Users - Manage Board Members - gear icon menu
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