Documentation/Dashboard/

Team Members

#Accessing Team Members

Ready to manage your team? Here's how:

  • Visit Your Dashboard: Start by heading to your dashboard. Click here to go directly: https://t0ggles.com/dashboard.

  • Navigate to Team Members: Scroll down to find the "My Team" - "Team Members" section at the bottom of your dashboard.

Here you'll see a list of all current team members, including yourself:

team details

#Invite Team Members

  1. Locate the "Invite Team Members" Section: Just below the list of current team members, you'll find the "Invite Team Members" section.

  2. Enter Details:

    • Email Address: Type in the email address of the person you want to invite.
    • Board Access: Specify which boards the invited person will have access to and their role. You can also assign them to boards later once they accept the invite.

    team members

  3. Send the Invite: Click the "Send" button. Pending invites will appear above, where you can view the boards they are invited to or cancel the invite if needed: team members invites

#Accept Invite

Invited users will receive an email notification about the invitation. They'll see your invite at the top of their dashboard, which they can accept or reject.

team members incoming invites

Once accepted, the new member will appear in your "Team Members" list:

team members invites accepted

#Boards Access

You can also manage access to boards and adjust roles as needed in your "Team Members" list:

team members change boards

#Project-Specific Access

When a team member has the Editor role on a board, you can further restrict their access to specific projects within that board. This allows for more granular control over what parts of a board each team member can work on.

To assign project-specific access:

  1. Set the team member's board role to Editor
  2. A Projects selector will appear below the board
  3. Select which projects the team member should have access to

team members project access

Team members with project-specific access will only be able to view and edit tasks within their assigned projects. This is useful when you have a large board with multiple projects and want to limit visibility for certain team members.

Note: Project-specific access is only available for the Editor role. Admin role users have access to all projects on the board.

Please Note: Inviting and managing team members is available only to teams with an active subscription.

Dashboard
Team Details
Workspace