How to Invite a Collaborator on a Board

Learn how to invite team members to collaborate on your boards.

1 min read

You can invite others to collaborate on your boards by assigning different roles.

Accessing the Share Dialog

  1. Open the board you want to share.
  2. Click the Share button in the top bar (with a share icon).

Sending an Invitation

  1. In the share dialog, enter the email address of the person you want to invite.
  2. Select a role:
    • Viewer: Can comment and view the board but cannot make changes.
    • Editor: Can view and edit the board content.
    • Owner: Full access to the board, can manage members.
  3. Click Send Invite.

The invitation will be sent via email. The recipient can accept it to join the board.

Managing Permissions

Only board owners can invite new members and change roles. Make sure to assign appropriate permissions based on what you want collaborators to do.