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Inviting Team Members

In BuildBetter, there are a few ways to invite people to your organization. This guide will walk you through the different methods.

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General Invitation Methods

You can initiate an invitation from several places within the BuildBetter interface:
  • Home Screen: In the lower left-hand corner of the home screen, you’ll find an “Invite Members” button.
    [Placeholder for screenshot: Home screen - ‘Invite Members’ button location]

    Invite Members button on the home screen.

  • Side Menu & Home Page: An invite option is also accessible directly from the side menu and on the main home page area.
    [Placeholder for screenshot: Side menu - Invite option]

    Invite option in the side menu.

    [Placeholder for screenshot: Home page - General invite option]

    Invite option on the home page.

  • Settings Menu: Alternatively, navigate to “Settings,” then select the “Members” tab found under the “Organization” section.
    [Placeholder for screenshot: Settings > Organization > Members tab]

    Navigating to Members tab via Settings.

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Inviting from the “Members” Tab

Once you are in the “Members” tab within your organization settings, you have several specific options for inviting new users:
  • Direct Email Invite: Click the “Invite” button. This will allow you to add a new member by entering their email address, first name, and last name.
    [Placeholder for screenshot: Members tab - ‘Invite’ button and email/name input fields]

    Direct email invite form in Members tab.

  • Generate Invite Link (within Invite flow): While using the direct invite option, you can also choose to generate an invite link. Anyone with this link can join the organization (subject to domain restrictions, if any).
    [Placeholder for screenshot: Members tab - Option to generate invite link within invite dialog]

    Generating an invite link from the invite dialog.

  • Dedicated “Invite Link” Button: On the main Members page, there’s a dedicated “Invite Link” button. Clicking this allows you to create a shareable link that permits anyone with the link to join your organization.
    [Placeholder for screenshot: Members page - Dedicated ‘Invite Link’ button]

    'Invite Link' button on the Members page.

  • Domain Restriction: You have the ability to restrict invites to specific email domain addresses (e.g., @yourcompany.com). This helps ensure only people from your organization can join.
    [Placeholder for screenshot: Members tab - Domain restriction settings]

    Restricting invites to specific domains.

Keep in mind that if you do not have a SAML or SSO option enabled for your organization, anyone with an allowed domain may be able to join your workspace if they obtain an invite link or if the “allow anyone with an approved domain to join” option is enabled. Please consider the security and compliance implications of these settings for your organization.