Inviting people

The organization's owner and admins invite people. Each new person takes a seat on the organization's plan from the moment they are invited, whether to the organization or to a workspace, and one seat however many invitations they have. See Seats.

Invite to the organization

1. Open Settings and, under the organization's name, open Members.
2. Enter their email address and pick a role: Admin, Editor or Read only. See Roles.
3. For an Editor or Read only person, pick the workspaces they can open: All workspaces the organization has today, or only some. Admins open every workspace, so there is nothing to pick.
4. Choose Invite.

Only the owner can invite someone as an admin. An admin invites Editors and Read only people.

Invite to a workspace

1. Choose Share at the top of the Fulveo Agent.
2. Enter their email address and pick a role. Editor makes them an Editor in the organization, Viewer makes them Read only, and Admin makes them an Admin.
3. Choose Send invitation.

Someone already in the organization needs no invitation and no new seat: see Add someone already in the organization.

Either way, they receive an email with a link. If the email could not be sent, Fulveo shows the link so you can pass it on yourself.

Add someone already in the organization

On Members, choose the arrow at the end of their row, tick the workspaces they should open and choose Save changes. They open them straight away, with no email or new seat. Admins already open every workspace.

What they receive

The link opens Fulveo. Once they sign in with the address you invited, they join the organization with that role and are added to the workspaces you picked. Someone already in the organization keeps their role. An invitation expires after 7 days and only works for the address it was sent to.

An admin invitation makes someone an admin only if the person who sent it is still the owner when it is accepted. Otherwise they join as an Editor.

Pending invitations

Unaccepted invitations are on the organization's Members page, marked Invited, and under Pending invitations in the workspace's Share dialog. Choose the cross next to one to withdraw it. Only the owner can withdraw an admin invitation.

To invite the same address again, withdraw the old invitation first. An organization invitation that has expired is replaced when you invite the address again.

Change a role or remove someone

In the workspace's Share dialog, the owner or an admin opens a person's menu and chooses Remove access to take them off that workspace. They stay in the organization. To change someone's role in the organization or remove them from it, see Manage members.

Leave a workspace

Anyone except the owner can open the workspace's Share dialog and choose Leave workspace in the menu on their own row. You lose its boards, plans and conversations but stay in the organization. An owner or admin can invite you back.