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Inviting Collaborators

Add team members and external collaborators to your boards in Cloudairy. Send invitations and manage who has access to your work.

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Written by Bhumika
Updated over a week ago

Steps

  1. Navigate to the board you want to share

  2. Click the "Share" button in the top-right corner of the canvas
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  3. Type the email address in the "Add people by email and press enter" field

  4. Select the permission from the "Can View" dropdown (options: Can View, Can Edit, etc.)

  5. Click the purple "Invite" button to send the invitation
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  6. The invitee will receive an email with a link to join the board

  7. Once they accept, they'll have access based on their assigned role

Notes

  • Invitations are sent immediately upon creation

  • You can invite multiple people at once by entering emails separated by commas

  • The person receiving the invitation must have a Cloudairy account to accept

  • You can resend invitations if they expire after 7 days

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