Getting Started 3 min

Invite Team Members

Learn how to invite colleagues and start collaborating in real-time

Inviting collaborators is essential for team collaboration in WhizBoard. This guide covers all the methods available and how to manage permissions effectively.

Invitation Methods

Email Invitations

Send direct invitations to specific email addresses

  1. 1. Click "Invite" in the board header
  2. 2. Enter email addresses
  3. 3. Select role (Viewer/Editor/Owner)
  4. 4. Add optional message
  5. 5. Send invitation

Share Links

Generate links for quick access

  1. 1. Click "Share" in board header
  2. 2. Choose link permissions
  3. 3. Copy generated link
  4. 4. Share via chat/email
  5. 5. Recipients click to join

Permission Levels

Viewer: Can view and comment, but cannot edit content
Editor: Can view, edit, and add content to the board
Owner: Full control including managing permissions and deleting

Troubleshooting Common Issues

Invitation Not Received

  • • Check spam/junk folders
  • • Verify email address is correct
  • • Resend invitation if needed
  • • Try share link method instead

Cannot Invite Users

  • • Ensure you have Manage permissions
  • • Check board privacy settings
  • • Verify your account status
  • • Contact support if issues persist

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