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Invite a person

Admins add people to the board from the Users page. You choose their role when you invite them, and you can change it later.

Last checked against BoardSites on October 17, 2026

On this page

StepsTick steps off as you go

  1. Open Users

    In the icon rail, choose Settings, then Users. Only admins see Users.

  2. Enter the email address

    Under Invite by email, type the person's email address.

  3. Choose a role

    Choose Admin, Editor or Viewer from Role. Editor is selected to begin with.

  4. Send the invitation

    Choose Invite. A green message says Invitation sent. If the person already had a BoardSites sign-in, they are added at once and the message says so.

  5. Follow the invitation

    Until the person accepts, they are listed under Pending invitations with the role and the date sent. After they accept, they appear in the Users table with the date they accepted.

Take back an invitation

Choose Revoke beside a pending invitation to cancel it; its email link stops working. There is no Resend: revoke the invitation and invite the person again.

Limits

A board can have up to 50 invitations waiting at once. An address that already has access, or already has an invitation waiting, is refused with a message that says which.