Learn how to add your team to Redbooth.
Start your trial today: redbooth.com
• Understand user roles and permissions:
support.redbooth.com/hc/en-us/articles/360013344452-User-Roles-and-Permissions
TRANSCRIPT
Adding your team to Redbooth is the first step towards better collaboration.
Here’s how to get started.
## Invite your team to Redbooth (0:08)
The first place to add your team is when signing up for Redbooth. After creating your account, you’ll be prompted to invite team members.
Here, you can add co-workers or clients by entering their email address.
Users will then receive an email invitation to join your organization.
## Adding users to a workspace (0:25)
If you’ve already created a Redbooth account, you can add team members directly to a workspace.
A workspace is where your team collaborates together on a specific project.
To invite someone to a workspace, click the User icon at the top-right corner.
Here you can add team members one-by-one.
The first option adds someone as a Participant, which is the most common role in Redbooth.
An external user is ideal for clients or contractors who require limited access in order to check-in and respond to tasks.
You can also invite multiple users with a comma separated list of emails.
## Adding members by assigning them to a task (1:10)
You can also invite someone to Redbooth by assigning them to a task in a workspace.
From any task, start by clicking on the person icon.
Simply enter their email address and follow the prompts.
Your coworker will be added to the workspace and the task will be assigned to them.
## Updating user roles and removing members in your organization (1:28)
If you’re a Redbooth Admin, you can add team members to the organization in your Organization settings.
On the Members page, you can update a user’s role.
As well as remove users who have left your organization.
Getting your team up and running on Redbooth is simple with these basic steps.
If you have any questions, visit our Help Center to learn more.
