Inviting a Team Member/Guest to your Team

You can invite a team member/guest to your Team or project using the Add Member window.

You can open this window in Pibox using three methods:

Method 1: Through the plus sign (+) of the "add new members" button.

  • Click the plus sign (+) in the right upper corner near project settings.

Method 2. Through the project settings:

1. Click on the project settings button.

2. Click on the "Add members" button.

Method 3. Through the ellipsis where the actions of the project are

  1. Click on the ellipsis.

  2. Select "Add members" from the dropdown list.

Selecting these methods will take you to the add Member/Guest window.

Once you have opened this window, enter the email address of the person you wish to invite.

After entering the email, select the role of the user you want to add, i.e., Member or Guest. Then click the "Invite" button, and this person will instantly appear in the project.

  • If you want to add a member to other projects, follow the same steps described above, except for choosing a role, since the user's role in the Team does not change.

If you want to change the user role, this can only be done by removing the user from the Team and inviting to a new role. But also, in all your team projects, user will have a new role.

Add people by an invitation link

To do this, in the open add Member/Guest window, follow these steps:

  1. Choose a role.

Click the "Copy link" button, and send this link to the person you want to invite.

Inviting a Team Admin to your Team

In Pibox, you can add an Admin in two ways, and each of these methods leads to one Add Admin window.

To complete the first and second methods, you must go to "Manage Members." To do this, click on your profile picture in the upper right corner and select "Manage Members" from the pop-up list.

When you have moved to "Manage Members," follow the next steps for the first method:

Method 1. Using the "INVITE ADMIN" button

Once in the "Manage Members," you should be on the "Users" tab.

Click on the "INVITE ADMIN" button.

Method 2: Using ellipsis

While in "Manage Members," go to the "Teams" tab.

Next, to the right of your Team, click on the ellipsis, and click on the "Add administrator" button in the dropdown list.

By choosing one of these methods, you will be able to get into the Add Admin window. You can add an admin to your Team by following the steps below:

  1. Enter email.

  2. Click on the "Send invite" button.

    What’s next
    Understand user roles in Pibox and collaborate with your Team easily
    How do I upload a file?

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