Add Members to an Organization

Organization Administrators may invite new members to join an Organization.

1. Press People in the Organization panel of the Navigation pane.

   

2. Press the Invite button in the list pane header to open the Invite New Members dialog.
3. Enter each member you want to invite. A new row appears when a row is complete, so you can invite several members at once.
   • First Name (required): the new member's given name.
   • Last Name: the new member's family name.
   • Email Address (required): the address the invitation is sent to.
   • Workspace Access (required): what the new member may do in the Organization. See Workspace Access.
   • Position: the Position the new member will fill. Leave it empty to create a Position from the new member's name, choose an existing vacant Position, or select Create New Position…. Guests cannot hold a Position. See Positions Overview.

   

4. To drop a row before sending, check its box and press the Remove button above the table.
5. Press Invite to send the invitations.

Each new member receives an e-mail invitation that lets them register for TaskTrain, if they have not already. Existing TaskTrain users see your Organization in their Navigation pane the next time they sign in.

Invited members are added to your Organization right away, so you can give them Portfolio Access and Assignments before they accept.

Related Articles

Overview

1. Organizations Overview
2. Workspace Access
3. Positions Overview

Step-by-Step

1. Update Workspace Member Access
2. Remove a Member from an Organization
3. Add Members to a Portfolio