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 company's email domain can join this account, or if only admins can add members.
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
Lo primero que recomendamos es que le pidas a tu miembro del equipo que verifique su carpeta de correo no deseado. Si no está allí, intenta reenviarle la invitación según las instrucciones mencionadas.
Si ninguna de estas soluciones funciona, comunícate con nosotros a email@example.com. Estamos aquí para ayudarte a toda hora. El tiempo de espera es de 10 minutos. 😊
Existe un límite diario de cantidad de invitaciones que puedes enviar. Esta cantidad se calcula como "cantidad máxima de usuarios permitidos en tu cuenta * 3". Es decir que, por ejemplo, si compraste el paquete de 10 usuarios y quieres expandir tu equipo, puedes invitar a 10*3=30 usuarios o invitados por día.
Si necesitas invitar a más usuarios de los permitidos, comunícate con nosotros a la dirección de correo firstname.lastname@example.org.
Si tienes más preguntas, no dudes en comunicarte con nuestro equipo de éxito del cliente aquí. Estamos disponibles a toda hora y con gusto te ayudaremos.