How to Invite Users to a Private Board

Because your business is thriving in various sectors, we are sure you will be making use of Private Boards in order to separate your product users!

We know manually adding team members one by one is such an annoying task, Would you like to know more about how to invite hundreds of users to your private boards in a single link? Read on to find out!

  1. Sign into your Firm’s account and go to Dashboard.
  2. Click on the “Boards” option on the left panel. Here, you will see the “Public Boards”, “Private Boards” as well as “Settings & Embed” option.
  3. Click on the “Private Boards” and then from the list of Private Boards that you have, choose the Private Board that you wish to invite users to.
  4. Here, you will find the “Integrations” option, fourth from the left.
  5. Once you click on it, you will find an “Invite Link” option on the top. Here you can Generate the invitation link and it will be copied to your clipboard.

This link can then be sent over email or pasted on your users’ social media group (if there is one :P) and can be used by the Users to directly get access to the Private Board as you require.

Here’s a screen recording which will take you through these steps:

Seems rather easy and simple to follow doesn’t it? That’s because it is! Do feel free to reach out to us if any queries should arise! :)

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