One of the first steps in setting up your monday.com account is inviting your members 😊 Continue reading to learn how!
How do I invite team members to my 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", who will not be able to make any changed to your data.
Click "Advanced" to expand the option of adding your team members directly into a team on your account!
Type in the name of the team your new team members belong to (like HR or Customer Service) or 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.
If you're just starting out and have a lot of new members to add, you can import several contacts from Gmail or Outlook!
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 the 3 dot menu at the top right corner and select "Board subscribers", 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.
Who can invite team members?
Admin can control who can add new users to the account! Click your profile picture and head over to the Admin section.
Next, head into the "Login" tab of the "Security" page, where you can choose whether anyone with your a specific email domain can join this account, or if only admins can add members (which is the default setting).
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 the next simple steps.
Click your profile picture and select "Teams".
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.
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. 😊
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.