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Team members share a workspace with you. They can see its cards and recipients and send cards from it.

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Invite a member

1

Open Team Members

Go to Settings and click Team Members. Make sure the workspace you want to share is the one selected.
2

Click Invite a member

Click Invite a member.
3

Enter their details

Enter their first name, last name and email address, then click Send Invitation.
What happens next depends on whether that person already has a CardClan account:
  • They already have an account. They’re added straight away with the status Active, and they get an email with a link to sign in. The workspace shows up in their workspace list.
  • They don’t have an account yet. They get an email with a link to sign up. The workspace joins their account once they sign up with the same email address you invited.

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Roles

New members join with the Member role. To change it, find the person in the Team Members table and click Edit Role. The workspace owner can do everything a Manager can.

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Things to know

  • Each member you invite uses one seat from your plan’s team member limit. If you’ve used them all, you’ll see Your team member limit has been reached. Upgrade your plan to add more people.
  • You can’t invite yourself, and you can’t invite someone who’s already a member of the workspace.
  • If an invitation email never arrives, ask the person to check their spam folder, then remove them and invite them again.