One of the first steps in setting up your monday.com account is inviting your members 😊 Continue reading to learn how!
How to invite team members to my account?
Click on the invite team members button located on the bottom left of your screen.
Enter the email address of the individual you want to invite. A new user may have a non domain email address and be invited into your company's account. The user must have an email address, however.
Pick whether you would like to invite a new team member as admin, a member or viewer. To learn the difference between each type, check out this article.
Note that in the lower part of the "Invite New Team Members" screen, there's the option to directly have the user added, whether he's a Member or a Viewer, a new or existing team within your monday.com account.
The Team feature is a great tool for you to organize your teammates and make assigning tasks much more efficient and practical. To learn more about teams and how to create them, please follow the next link: How to Create a Team.
Once done, click the "invite" button located at the bottom right of your screen.
Once done, his person will then receive the invitation in their inbox.
They must accept this invitation in order to be a part of your account.
You can also invite new members directly from the update section of any Mainboard, just enter the @ symbol and enter their email address.
How to delete an invitation sent by mistake?
You've invited a user or a guest by mistake and want to cancel this invitation? You can 😊 Just follow the below steps:
Simply click on your avatar at the bottom left in the side bar and select "team" as below:
This icon will by default open up to the Everyone at <your URL>
Click on pending in order to view your pending invites. From there, you will be able to either resend the invite or cancel it.
My team member hasn't received the invite
The first thing we would recommend is to ask your team member to check his/her spam folder. If it is not in the spam, try to resend the invite by following the instructions above.
If none of these solutions are working, just reach out to us at [email protected]. We are here 24/7 and are answering within 10 minutes. 😊
There is a daily limit of invites you can send. The amount is calculated as "maximum users allowed in your account * 3. This means that for example, if you have purchased the 10 users package and need to grow your team, you can invite 10*3=30 users and/or guests per day.
In case you need to invite more users than your limit urgently, please reach out to us at [email protected].
If you have any questions further questions, please feel free to reach out to our customer success team at [email protected] We are available 24/7 and happy to assist.