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Invite to Team

Inviting users to your team allows you to collaborate on projects, share resources, and manage access permissions collectively. This guide will walk you through the step-by-step process of inviting new team members using the NikaPlanet interface.

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Overview

Team invitations enable you to:
  • Add new collaborators to your workspace
  • Assign appropriate permission levels
  • Manage team access centrally
  • Streamline collaboration workflows

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How to Invite Users to Your Team

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Step 1: Navigate to Settings

From your main workspace view, click on Settings in the left navigation sidebar. Navigate to Settings from Workspaces view

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Step 2: Access Team Members

In the Settings section, you’ll see your team information in the left sidebar. Make sure you select the right team before clicking on Members under your team name to access the team members page. Access Team Members section

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Step 3: Invite New Members

On the Members page, you’ll see a list of current team members. To add someone new, click the “Invite people” button below the member list.

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Step 4: Send Invitation

A dialog will open where you can enter the email address of the person you want to invite. Enter their email and click “Send request” to send the invitation. Invite people dialog

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What Happens Next

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Invitation Sent

Once you send the invitation:
  • The new member will appear in your Members list with a “Pending” status
  • An email invitation will be sent to the invitee’s email address
  • The invitation will expire in 7 days if not accepted

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Invitee Receives Email

The person you invited will receive an email that looks like this: Email invitation received The email contains:
  • A personalized invitation message
  • A “Join Team” button to accept the invitation
  • Information about the team they’re being invited to join
  • Expiration details (7 days)

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Invitation Acceptance

When the invitee clicks the “Join Team” button in their email:
  • They’ll be redirected to create or sign into their NikaPlanet account
  • Once accepted, their status will change from “Pending” to “Active” in your Members list
  • They’ll have immediate access to the team resources based on their assigned role

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Managing Team Members

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Current Members

Your Members page shows all team members with their:
  • Email address
  • Username
  • Role (Owner, Member, etc.)
  • Actions available (delete, change role, etc.)

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Pending Invitations

Track the status of sent invitations:
  • Pending: Invitation sent but not yet accepted
  • Active: User has joined the team
  • Expired: Invitation has expired and needs to be resent

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Resending Invitations

If an invitation expires or the user doesn’t respond, you can resend the invitation from the Members management interface.

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Permission Levels

Team members typically have these access levels:
  • Owner: Full access to team settings and member management
  • Member: Can access team resources and collaborate on projects
  • Custom: Tailored permissions based on specific needs only for Enterprise License users

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Best Practices

  1. Clear Communication: The invitation email automatically includes context about your team
  2. Appropriate Permissions: Start with standard member access and adjust as needed
  3. Regular Review: Periodically review team member access and permissions
  4. Follow Up: Check with invitees if they haven’t accepted within a few days

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Workspace Access and Team Permissions

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Creating Workspaces Under Teams

When you create a new workspace using the “Create New Workspace” dialog, it will automatically be associated with the selected team and default to giving “Can edit” access to all team members. Create New Workspace dialog Before Creation: You can configure the default team access level:
  • Can edit: Team members can modify and manage the workspace
  • Can comment: Team members can view and add comments
  • Can view: Team members have read-only access
  • Not shared: Other members of the team will not be able to access this workspace

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Managing Workspace Access After Creation

Once a workspace is created, you can modify team access permissions by:
  1. Opening the Share Dialog: Click the share button in the top right corner of any workspace
  2. Accessing “People with access”: Navigate to the “People with access” section
  3. Modifying Team Permissions: Change the access level for “Nika’s Team” or individual team members
Share dialog with team access management Available Permission Levels:
  • Can edit: Full editing and management capabilities
  • Can comment: Ability to view and add comments
  • Can view: Read-only access to workspace content
  • Not shared: No access to the workspace
Additional Options:
  • Send invite email: Automatically notify team members of access changes
  • Individual member management: Set different permissions for specific team members vs. the entire team

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Troubleshooting

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Common Issues

  • Invitation Not Received: Ask the invitee to check their spam/junk folder
  • Permission Errors: Ensure the user has the correct role assignments
  • Team Access: Verify the user is assigned to the correct team(s)

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Getting Help

If you encounter issues with team invitations, contact your team administrator or reach out to NikaPlanet support for assistance.

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Next Steps

After successfully inviting team members:

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