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, pick the organization under Organizations, and open Members.
2. Enter their email address and pick a role: Admin, Member or Read only. See Roles.
3. For a Member or Read only person, tick the workspaces to add them to. You can also leave this empty. Admins open every workspace, so there is nothing to pick.
4. Choose Send invitation.

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

Invite to a workspace

1. Choose Share at the top of the Fulveo Agent tab, or open Settings > Workspace > Members.
2. Enter their email address and pick a role. Editor makes them a Member of the organization, Viewer makes them Read only, and Admin makes them an Admin.
3. Choose Send invitation.

Someone already in the organization takes no new seat, so you can add them to another workspace even when every seat is taken.

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.

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 a Member.

Pending invitations

Invitations nobody has accepted yet appear under Pending invitations, on the organization's Members page and in the workspace's member list. 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 a workspace's member list, the owner or an admin opens a person's menu to remove them from 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 choose Leave workspace on their own row. You lose access to its boards, plans and conversations, and you stay in the organization. An owner or admin can invite you back.