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How to create and invite people to your team?
How to create and invite people to your team?
Glauber Ramos avatar
Written by Glauber Ramos
Updated over a week ago

When you purchase any of our plans, you'll be able to create teams. Having teams allows you to add unlimited team members to your team. You and members of your team can create unlimited team boards.

Note: Team Admins and Members of a Team can't create a Team. Only the Owner or an Organization Admin can create a Team.

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Here are the steps you need to follow to create and invite people to join your team:

Step 1. First, go to your Teams Page and click on the “Add team” button

Step 2. Choose a name for your team and click on the “Add” button to create your team

Final Step. Now that you have your team, you have two options to invite people to join.

Option 1: Invite people by email

To invite people by email, click on the “Add people to team” button and choose the option “Invite people by email.”

Now you can add the email of each member you want to invite. After that, click on the “Invite members” button.

Members you invited are going to receive an email to join your team. They’ll have to open it and click on the "Join Team" button.

Note: Team members need to create an account on EasyRetro in order to join your team.

If a team member doesn't get the invitation via email. You can share the invite with them.

To do that, click on the three dots icon (ellipsis) next to your team's member name. And click on the "copy invite link" option. Now you can share the link with your team member.

Option 2: Invite people via link

To invite people via link, click on the “Add people to team” and choose the option “Generate invite link.”

Now you can share the link with the people you want to invite to join your team by clicking on the "Copy link" button.

They’ll have to access the link and click on the “Join Team” button.

After they join your team, team boards will be available to them.

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