Learn how to add, edit and remove team members.
As owner or manager of Collaboard Basic and above, you can manage your team and assign or remove licenses.
Add or invite members
Click on the Members tab to get to your team dashboard. If you want to add a new user, please click on "Invite members".
You may now choose to share a public link or invite your members via email
Option 1: Public link
The public link can be shared with everybody in an email, messenger, Teams, Slack, Rocket Chat, you name it. Simply, share where ever you want! The link can be removed and thus deactivated any time!
Only the link that shows is active and can be used to add members to your team. All former links are inactive.
Everybody who clicks this link will immediately be added as an active member to your team and consume a seat.
Option 2: Email invitations
Enter or copy-paste email addresses. You can grab cells from a spreadsheet like Excel or OpenOffice and just paste them in the text box. Confirm with "Enter".
To enter individual mail addresses: type the address and confirm with Space, Comma, or Enter.
Import users from file
Click on the Members tab to get to your team dashboard. If you want to add a list of users, please click on "Import users from file".
Upload are drag the list of users and click on continue. An example file can be found here.
Assign the column names: For each column select the according columns name from the drop down list. Click on Import
Remove members
Open the three dot menu or use bulk actions.
Remove user. They will no longer consume a seat in your team. They will be added to the free users list, if they belong to your tenant.
Team table features
Filtering
- The filter uses a CONTAINS search on first name, last name, email, role, status.
- Editing and bulk actions may be used.
- The Export feature will always return all members and ignore the filter.
- The members list and the free users list are independent.
Export user list to CSV
Export all members in csv format to further process with third party apps.
Status
There are three statuses:
You may toggle these at will for any member of your team.
| Status | Meaning | Supported actions |
| Pending | If a user invited by email has not yet accepted the invitation, they will be listed as Pending. | activate |
| Active | Active team member. Will have a plan features available according to roles and permissions | inactivate |
| Inactive | Used to temporarily deactivate a team member. You might have an internal decision pending, but do not want to completely remove the user from the team yet. | activate |
You can activate or inactive members at any time!
ALL users in the list will consume a seat!
Roles
We support three roles:
| Role | Meaning |
| Member | Standard role for any member added to the team. As member they do not have access to the Members page. They will have access to all the plan features. |
| Manager | All members permissions + access to the Members page to manage the plan:
|
| Owner |
All members permissions. The owner cannot be removed if there is no other owner. |
Free users list
Here, all users on the Free version that are part of your tenant are listed.
- You can add or invite them to your team.
- You can export the list to .csv
- They do not consume a seat.
- Team members removed from your team will appear in the free users list, if they belong to your tenant.
Three dot menu
Edit user
You may edit any team member according to your role.
Resend invitation
Only applicable to team members in status Pending. The invite will be sent again.
Remove user
Simply remove the member from your team. If the user belongs to your tenant, they will show in the Free users list.
Bulk actions
Bulk actions are activated when you mark a checkbox.
Click Bulk actions.
Refer to the Three dot menu section to learn about these features.
Resend invitation will only be applied to members in status Pending.