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Invite your team

Get started with Relato by inviting your team.

David Baum avatar
Written by David Baum
Updated over 4 months ago

You can invite your team to join your organization at any time. Invitations can be sent from the Dashboard, when adding members to a Workspace, or when setting up your team in a Project.

Here's a guide to invite people to your organization, add them to a workspace and assign them to projects.

Inviting a team member to your organization

From the Dashboard > People, add team members by clicking "+ Add people" at the bottom of the people list to open the Invite your team dialog.

You can open the same dialog by clicking the "+ Add" button top right of the application.

Send an invitation

On the Dashboard > People section:

  1. Click "+ Add people" to open the Invite your team dialog

  2. Enter the valid email address of the person you wish to invite.

  3. Write an optional message. We'll include it in the email invitation.

  4. Click "Invite teammate," and your invitation is sent.

What's next?

Once your invite is sent, the person you invited will be listed as "pending" in the People list.

You can choose to resend or withdraw the invitation.

A person will remain "pending" until they accept their invitation and complete onboarding.

You can add pending users to workspaces and projects and assign them to tasks.

Need More Help?

Didn't this information give you the answers you need? Chat with us in the Relato Slack Community or email us at [email protected]

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