You need to have Administrative privileges to invite users to your Kanbanize account.
There are several ways to invite users to join your Kanbanize account:
- use the Administration Panel
- use the Invite Users icon in the sidebar located on the right side of your board interface
- import users in bulk via Excel
1. Invite Users through the Administration Panel
1.1 Click on "Administration" at the upper right side of your account to open the Administration panel.
1.2 Type the email of the pеrson you want to invite in the Email address text box (the top right side of the panel). If you want to grant Administrative privileges to this user, set a check mark on "Administrator" and send the invite.
1.3 The system will prompt you to select the boards to which you want to assign the user. Otherwise, when accessing the account, the user will see an empty dashboard.
If the user is not assigned as Administrator, set a check mark on the Board and select their Role from the drop-down list for the corresponding board.
1.4 The user will be added to the "Registration Members" panel with status: not confirmed until they accept the email invitation.
Note: You will not be able to edit not-confirmed members' settings.
1.5 When the user confirms the invitation you will see their names in the "Registration Members" panel.
Note: To edit the user details or privileges ->click on the Registration Members Settings (the dotted menu).
2. Use the Invite Users icon on the board sidebar
You can invite users directly from your board -> use the Invite Users icon on the sidebar located to the right side of your Board interface.
2.1 Type in an email address to send a direct email invitation or search for a person in the account by username or email address to add them to the current board. Once you fill in the email, the panel prompts you to select the user role for that board.
Note: If there are no free licensed seats in your account, the new users will be invited, but they will not be able to register in the account. When they click on the invitation link, the following error message will appear:
NOTE: In this case, you need to either disable some old users or upgrade your account.
3. Import Users in Bulk Using Excel
3.1 Go to the second tab Import Users from File at the top right side of the User Management panel.
3.2 Browse the file that you have created and upload it.
Note: Allowed file formats are: xlsx, xls, csv, and txt.
The file formatting:
- For xlsx and xls files, put all emails in the first column - one email per row.
- For CSV files, put all emails with a comma delimiter.
- For txt files, put each email on a new line without any delimiter.
3.3 Confirm if you want to import all users from the file ("Yes"). If you select "No", the import will not proceed.
3.4 You will get a system message notifying you that the users have been imported successfully. An invitation will be sent to all emails in the file.
3.5 Go ahead and assign the new users to the boards.
4. How to resend an Invite?
If the invitation link you have sent to a user has expired and you wish to reinvite them -> go to the User Management tab of the Administration panel and click on the envelope icon to the right of the username.
Resending the invite will make the original one invalid -> confirm your action.