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🕺🏼 Invite a member

Welcome to your invitation guide!

Want to invite colleagues or external guests to join a project? It's quick and easy with Kraaft! But before diving into the process, it's important to understand the difference between a colleague and an external guest.

  • 👥 A colleague is part of your team and company

  • 🌍 An external guest is typically a service provider, a client, or anyone not in your team, but who needs access to a project

Ready? Let's go! 🎉

📲 Invite a colleague from a specific conversation:

On mobile 📱

  1. Open your project conversation and tap on the small person icon 👤 at the top right

  2. Tap Edit ✏️ to add colleagues

  3. Tap Invite a new member

  4. Choose the option that suits you:

    • Invite a colleague: The colleague will be added with a standard profile by default

    • Invite an external guest 🌍

  5. Request access to your contacts 📞:

    • If you enable this option, it will allow you to send an invitation directly via SMS to your contact

    • Otherwise, you can copy the invitation link and send it via email or SMS ✉️

On computer 💻

The process is almost the same as on mobile, but this time on the computer interface 🖥️ :

  1. Open your project conversation and click on Info at the top right

  2. Click on Invite a new member, then select A colleague 👥 or An external guest 🌍

  3. You can copy an invitation link to send via email 📧 or share it via your contacts 📞

💼 Invite a colleague to the team via the main menu:

On mobile 📱

  1. Tap the Menu at the bottom right (the three small bars)

  2. Select Invite a collaborator

  3. You can choose between inviting via a link 🔗 or allowing access to your contacts to send the invitation via SMS 📱

On computer 💻

  1. Go to the Menu, then click on Settings ⚙️, then on the Members tab.

  2. Click on Invite collaborators and copy the generated link 🔗

  3. You can then send it via email 📧 or any other method you prefer 📱

Important: The guest will join the team without being attached to any specific conversation at first. You can now add them to the conversations of your choice and start collaborating 🤝!

⚖️ Note on roles and permissions

Want to know everything about roles and what each profile can do on Kraaft? Check out this super helpful article:

👉 Who can do what on Kraaft?

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