Collaboration can be key to the success of any board, and involving team members can be crucial in driving the adoption of changes and achieving goals.
This guide will walk you through the process of inviting members to your board, allowing you to streamline communication and enhance collaboration within your project.
Step 1: Accessing the Board
- Begin by logging into Simana and navigating to the board you wish to add members to. Make sure you have the necessary permissions to manage the board.
Step 2: Accessing the Team Menu
- Once you're on the board page, locate the 'Team' icon which is next to the follow button. Click on the 'Team' icon.
Step 3: Adding Team Members
- Clicking the 'Team' icon will open a side menu with options for managing team members and setting their permissions within the board.
- To add new team members to this board, click the '+' button in the members section.
Step 4: Inviting Members
- After clicking the '+' button, a new side menu will appear, showing you existing members and also allowing you to invite a member to the board.
- Click the '+ Add Member’ button and the members side menu will appear. Once you click the ‘+’ button beside ‘Add Members’ a drop-down menu will appear. This will initiate the process of adding a new member from your network to the board
Step 5: Search and Add Members
- In the drop-down menu, you can now search for the member you want to invite by either scrolling through your network or searching by name.
- Once you've found the member you wish to invite, select their name from the search results.
- The selected member will be automatically added to the board.
- If you need to invite more members, repeat the process above.
Step 6: Setting Permissions
To ensure proper access control, it's crucial to set the appropriate permissions for each member you invite. You can manage permissions in the same members menu where you added the members. To define the level of access and privileges for each team member according to your boards requirements follow these steps.
- Navigate to the members section of the board
- Click the ‘+’ button in the members section which will bring up a list of the members of this board.
- Click the permissions icon beside the member you wish to change permissions.
- The ‘Configure member’ side menu will now appear
- Click the ‘+’ button and select whether you’d like this member to have ‘View’, ‘Edit’ or ‘Admin’ rights or be able to comment on the board.