One of the first step 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 upper right 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.
Where can I see pending invitations to my members and guests?
You can access the pending invitations if your team by following these easy steps:
Simply click into the user icon at the top of any board:
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@example.com. We are here 24/7 and are answering within 10 minutes. 😊
Can I add a team member without inviting them into my account?
Currently not yet. If you would like one of your colleague to have access to your boards, you must invite him/her into your account. If you would like to assign tasks to some members without inviting them, what you can do is use the text column and manually write their name next to each pulse.
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 firstname.lastname@example.org.
If you have any questions further questions, please feel free to reach out to our customer success team at email@example.com. We are available 24/7 and happy to assist.