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      Invite Team

      You can invite people to a Sprint or Board from the Sprint Settings for that Sprint or the Users & Settings button of a standalone Board.  If adding someone as a Facilitator, Team Leader or Team Member, they must also be actively licensed in the same Studio that contains the Sprint.

      See also:  Self-Registration

      Accessible By:  Admins, Members*
      *with some limitations

      Invite to a Sprint


      1. Select Sprint Settings from the Side Nav menu
      2. Select the Team Members tab
      3. Click the Invite People to the Sprint button to generate a link

      1. Select the Account you want to draw licenses from (if the invitee is already a member of that account, no additional licenses will be used). Set the number of days you would like the invite to remain valid. 
      2. Generate and copy one link that you can send to participants.
      3. Alternatively, add the email addresses for all invitees and click Send Email to send an invite to the specified participants.
      4. Click Add Member to directly add a member to the Sprint.  Note:  If the participant is to be a Facilitator, Team Leader or Team Member, the participant must be a member of the Studio in which the Sprint was created.
      5. From the Participant list, you can change their Role, send a Sprint invite or remove them from the Sprint.
      6. Click Send Invite to All to send invites to the entire team; click View Email Addresses to view a copy-able list of the team’s email addresses.

      Invite to a Board


      1. Click the Users & Settings button on your Board.  Select Manage Board Members or Invite Guests

      Manage Board Members

      1. Click the Invite People to the Board button to generate a link which can be shared with anyone or invite people directly via email

      1. Select the Studio from which you want to draw licenses
      2. Generate a global link to share (if the invitee already has a license, no additional seats will be used)
      3. Add email addresses and click Send Email to invite
      4. Click the Add Member button to directly add users to the Board.  Note:  If the invitee is not already a member of your Studio, you can only add them as an Observer

      1. If the user does not exist, you will be prompted to add their email and name
      2. Click Add Observer to add the user as an Observer (Note: If you want a user added as a Facilitator, Team Leader or Team Member, they will first need to be added to your Studio