1. Taskade Help Center
  2. πŸ’ͺ Team Collaboration

πŸ—ƒ Share a Workspace β€” Invite Members

πŸ“€ Share a Workspace

You can invite an unlimited number of users to a Workspace via email or username, or simply by copying an invite link. To invite people to your Workspace:

  1. Open your Workspace and click the Share button in the top right-hand corner
  2. Copy the invite link and share it via email, text, or any other way
  3. Alternatively, enter an email or Taskade username

 

 

πŸ”‘ Set Workspace Permissions

  1. Navigate to your Workspace
  2. Use the arrow ( Λ… ) next to the name of your Workspace and click πŸ‘₯ Members 
  3. Set roles for existing and new team members (see table)
πŸ’‘ Note: To remove a Workspace member, click on their role and select Remove from the drop-down list.

 

πŸ¦„ Owner

 Owners can fully configure and edit Projects and templates, manage Project/Workspace settings, and customize billing options.
πŸ‘©β€πŸ’» Admin Admins can fully configure and edit Projects/templates and manage Projects/Workspace settings.
✍️ Editor Editors can create and edit Projects/templates in a Workspace. They cannot manage Project or Workspace settings.
βœ… Checker Checkers can complete and comment on tasks. They cannot edit tasks, Projects, or templates.
πŸ€“ Viewer

Viewers can only comment and chat in Projects. They cannot create or edit Projects or templates in a Workspace.

 

πŸ‘₯ Sharing Rules

Sharing a Workspace with a team member doesn't automatically grant them access to Folders inside that Workspace. You need to manually add team members to each Folder you want to share. Here's what happens when you share a Workspace, Folder, or Project:

sharing-rules.webp

 

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