Invite someone to a project

Send an email invitation with a role, and keep track of it until it's accepted.

You invite people by email. They get a link that works for 14 days and lets them join with the role you chose. You need to be the project's owner or an admin, and the owner's plan needs a free collaborator seat.

Send an invitation#

  1. Open the project and choose the Members tab.
  2. Select Invite someone.
  3. Enter their Email address.
  4. Choose a Role. Contributor is picked for you. You can change it, or fine-tune what they can do, once they've joined.
  5. Add a Message if you like. It goes in the invitation email.
  6. Select Send invitation.

The invitation shows under Invitations until it's accepted, with the date it expires.

An open invitation holds a seat, the same as a member does. If you need the seat back, revoke the invitation.

Resend or revoke an invitation#

  1. On the Members tab, find the invitation under Invitations.
  2. Select Resend to send a new link, good for another 14 days. The old link stops working.
  3. Select Revoke to cancel it. The link stops working and the seat is free again.

An invitation that has expired stops holding a seat. Resending it needs a free seat.

Invite someone you've already assigned tasks to#

If you've assigned tasks to a name without an account, you can invite that person so the tasks move to their account.

  1. On the Members tab, find them under People without accounts.
  2. Select Invite as user.
  3. Enter their email address, choose a role (Assigned only is picked for you) and select Send invitation.

When they accept, everything assigned to that name moves to their account.

When you can't invite#

  • The owner's plan doesn't include collaborators. Upgrade to invite people. The project's owner is on Free, which has no collaborator seats.
  • All collaborator seats are in use. Remove someone or revoke an invitation first, or the owner can upgrade.
  • This project is read-only, so no one new can be invited. The project is over the owner's plan limits. See Plans and billing.
  • An address that's already on the project, or already invited, can't be invited again.

Related