Add and Manage Team Members

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Transcript

Right, welcome back. Now that we have our team boards set up and migrated, let's look at how we can add team members. If not, it kind of defeats the purpose of having a team baseball, right. So, let's look at one of the easiest way to create an invite, which is this icon right here on the top of the screen. And immediately you can insert the email address or the username of the person that you want to invite. You can also edit the description right here.

Another way is to create on this link creator and you can just copy this link and paste it wherever you need to where this one WhatsApp or messenger or email Your team member who receives that message clicks on the link and he or she will be opted to join the board immediately. If that person does not have a Trello account, they will have to go through the signup process. But after that, it's silly. Now the other way we can do this is by going back to home and selecting one of our teams. Let's see the Avengers click on members. And right here, very similar to what we saw before this, you can add in the email or username of the person that you want to invite to the team.

Another thing to bear in mind is that you can also add guests, so clients contractors and anyone that is not a permanent team member, you should really consider adding them as a guest instead of a team member. The reason for this is obvious, you probably would have some internal or confidential information when you're doing certain projects that you don't want to give full access to someone. So this is one of the better ways to manage that. In other words, you don't necessarily have to make everyone a team member. It's really up to you on how you want to manage your team members and the people you collaborate with. So I'm going to add this guy right here, which is my other account as a team member, and straightaway, you'll see that that person that you added will be in the list.

And if you have a lot of members you can filter by name. You can then decide whether or not to remove that person is an indicator of which boards that person is on. And you can also upgrade that person and change his permission. For example, you can make that person admin which is which gives them more rights to edit and change certain settings.

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