Inviting & Managing Team Members
Taskae makes it easy to bring your team on board.
How to Invite Team Members:
1. Navigate to Users under your workspace menu.
2. Click the + icon on the right to add a new user, a modal would appear at the center.
3. Enter their name, phone and email address.
4. Assign their role or permission level.
5. Click Send Invite.
The invitee will receive an email to join your workspace immediately.
Manage Roles & Permissions:
- You can edit member roles anytime under Users > Manage Members.
- Assign roles like Admin, Staff, Client, HR, or Member based on responsibilities.
- You can also add new roles based on responsibilities and needs
👉 Next: Creating a New Project