Add Members to a Board
If you’re the administrator of your board, you can add members and set the permission levels of your board members. Learn more about user roles and permissions.
Add a New Member
To add a new member to your board, you first need to invite them to the organization.
- Click the Add button. It’s under Alerts button on the left navigation. A panel will appear.

- Make sure you are on the Member tab. Here, you can see the number of licenses being used. The Administrator, Collaborator, and Commenter roles require licenses, while the Viewer role is free and will not consume any licenses.

- Type the new member's email address, then click Enter. If this email address has not yet registered as a member, a green’ Invite’ button will appear.

- Click ‘Invite’.
- Now, you’ll see your list of boards in the organization to which you can add members.

- Find the board to which you want to add the member and click on the box next to the board. Then, select the role you wish to assign to that member for that board. Learn more about Roles.

- The new member will receive an email with a link to access the board they have been added to.

Add an Existing Member
The steps are much simpler if you want to add someone who is already a member of the organization to the board.
- Click the Add button. Make sure you are on the Member tab.

- Type their email or their name, if they already exist you will see them listed in a menu below, Click on the member that matches your search to select it.
- Now, you’ll see your list of boards in the organization. If the user is a member of the board, there will be an icon next to the board name.

- Find the board you want to add the member to and click on the box next to the board. Then, select the role you want to assign to that member for that board. Learn more about Roles.

Change Roles for Board Members or Remove Them
- Click the Add Member button. Make sure you are on the Member tab.

- Type their email or their name, if they already exist you will see them listed in a menu below. Click on the member that matches your search to select it.
- Now, you’ll see your list of boards in the organization. If the user is a member of the board, there will be an icon next to the board name.

- Click on the icon, then select the role you want to assign to the user.

- If you want to remove the user from the board, click the Remove button at the bottom.
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