One of the first steps in setting up your monday.com account is inviting team members to join. Continue reading to learn how to do it!
Inviting team members to your account
There are two ways to invite members to your account. You can do it from the "Invite members" icon in the left pane, or right from a board. Let's review both methods!
- Invite Members icon
Click on the "Invite Members" icon located in the left panel above your profile picture.
In the pop-up window, you can either invite members by clicking "Copy" beside the link and then sending it directly to your team members or by typing their email addresses into the field below.
If you choose to type the email of the team member(s) you'd like to invite, the next step is to choose the level of access you wish to give them! You can select to make them a full "Member" or a "Viewer", which is a read-only member who will not be able to make any changes to your data.
You also have the option of inviting your new team member directly to an existing team within your account. Type in the name of the team (for example, HR or Customer Service) or you can even create a new team! Check out this article to learn more about using teams to organize your teammates and make assigning tasks much more efficient.
When you're finished, click "Invite". Your new team members will receive an email that looks something like this:
Once they click "Accept Invitation", they will be redirected to your account, where they can create a profile and get started!
- Board Subscribers window
To invite team members to your account through one of your boards, click on the "Invite" icon at the top of the board, like this:
Next, you'll see a pop-up window will all of the board's subscribers. Here, you can add new members by typing their email(s) into the search bar and clicking "Invite a new member by email".
You'll be able to see all of your pending invitations in the list of board subscribers, as shown below:
As long as a user is pending (they have not yet accepted their invitation email), their profile picture will be a generic black and white image. Only after they complete their sign up, then colorful initials will be presented. Additionally, an admin will not be able to change the profile picture of a pending user until they are fully activated on the account.
Who can invite team members?
Admins of an account can control who is able to add new users to the account! To control who can add new users to the account, click your profile picture and head over to the Admin section.
Next, click on "Security" on the left side of the admin section and toggle into the "Login" tab, where you can choose from one of two security and authentication settings:
- Only admins can invite users
- Any person with an email address from a specified 'authorized domain' can join the account
Let's review each option below!
- Only admins can invite new users
This setting is enabled by default on every account and it allows only the admins of an account to invite new users to join. The users who they decide to invite can be anyone with any email address.
- Authorized Domain
Alternatively, the admins of an account may want any user from a certain email domain (e.g. emails that end in @monday.com) to easily join the account without invitation. For this case, the admin can add an 'authorized domain' so that anyone who has this email domain can join the account on their own.
With this setting enabled, account Members or Viewers can also choose to invite users from the authorized domain.
If you choose to customize one of these settings, simply click "Save changes" to apply them to your account!
How to delete an invitation sent by mistake
Have you invited a user or a guest by mistake and want to cancel this invitation? Or misspelled the email address and have sent it to the wrong person accidentally? You can cancel the invitation by following these simple steps.
Click your profile picture and select "Teams".
Here you'll see a list of all of the guests and users in your account. Click "Pending" in order to view your pending invites. From there, you will be able to either resend the invite or click "Cancel" to delete it.
Help! My team member hasn't received the invite
The first thing we would recommend is to ask your team member to check their spam folder. If it is not in the spam, try to resend the invite by following the instructions above.
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, please reach out to our team right here. We’re available 24/7 and happy to help.