Inviting People

There are two ways how you can invite users to Teamhood – invite them directly to a workspace or invite them to an organization.

Inviting directly to workspace

This method is the fastest way to add new team members or new Teamhood users and get them up to speed in a specific work/task/project. You can invite to the workspace either by clicking “Invite team” in the side menu or via Workspace settings.

If the user does not exist in your organization yet, you will need to provide full email address, first name, last name, and the role for the current workspace. Read more about roles here.

If the user is already a member of some other workspace in your organization, you can start typing the first name and you will receive suggestions, or simply click the drop-down button in the email field and you will see a full list of available users. During new user invite menu you will be able to choose what type of license to assign, regular user who has access to all roles or limited user as guest.

Inviting guest users

You can select guest user type in the same invite menu, just make sure you have free licenses left or subscribe for more. Later you will be able to convert guest to a regular user if required. Read more about guest users here.

Inviting to organization

In some cases, organization owners might want to invite other people as new joiners or onboard them into Teamhood, but there is no workspace to which to invite. Then the best way is to navigate to the Owner panel and click “Invite user” from there. By specifying full email, first name, and last name. Then you can opt in to either account or specific workspace.

If you invite to account, you do not need to specify any role yet. Be aware that user will see no workspaces once logged in for the first time and will be able to create only new workspace for self unless invited to existing ones.

If necessary you can already promote the invited users to the organization owner.

Inviting someone to several workspaces at once

When you invite a new user through the Licenses dialog, you do not have to add them one workspace at a time. You can select multiple workspaces, or add the user to all of them at once.

The invited person is added as a team member with a predefined role in each of the selected workspaces, which makes onboarding both faster and more consistent — particularly when a new joiner needs access to the same five or six workspaces as the rest of their team.

Controlling who can invite

By default a range of users can invite people. If you would rather keep that in one pair of hands, there is a setting in Features that restricts invitations to Account Owners only.

This is worth enabling if you need tight control over license spend or over who gets access to company data. See roles and access rights for the rest of the account-level controls.