Understanding how and where to invite collaborators can streamline your workflow experience. Note: For clients or collaborators with limited permissions, invite them as Guests.
Inviting Members to Your Workspace
Inviting members to your Workspace provides them with access to Workspace Direct Messaging and allows you to seamlessly add them to Portfolios and Projects. If a member is added via a Portfolio or Project, they will also become a Workspace member.
Please note, this does not apply to those invited as Guests.
To invite someone to your Workspace:
Access your Workspace Settings through the dropdown menu.
Within your Workspace Settings, navigate to the Invite People tab under Members & Permissions. Here, you'll find two methods to invite new members:
1. Sending Email Invitation
Enter the email address and (optionally) the name of the person you wish to invite.
Select the appropriate role for this member (Admin, Member, or Custom Role).
Click the Invite button to send the invitation to your Workspace.
Note: If they are already members of your Workspace, their names and email addresses will be pre-populated when inviting them to Portfolios or Projects.
2. Generating Invite Link
Generating an invite link lets you quickly send out multiple invitations with personalization through external communication channels.
Select the Default Role
Choose the role that new members will have when they join via the link.Create the Link
Generate the link and share it outside of the Workspace.
The link will allow recipients to join with the default role you’ve selected.
Portfolio Invitations
You can invite a member directly into a Portfolio, which will automatically grant them access to all Public Projects within that Portfolio. This is an efficient way to provide access to multiple relevant Projects at once.
Locate the Invitation Option
Find the option to invite people directly to a Portfolio next to the Avatars below the Portfolio's name.Note on Permissions
If you do not see this option, it may be because you lack the necessary permissions to invite members to a Portfolio.
In the Portfolio popup, you'll find a list of your Workspace members. From here, you can:
Select Members
Choose which members should have access to the Portfolio.Search for Members
Use the search field to find Workspace members by name.Invite New Members
Enter the email addresses of new members directly in the search field to invite them to the Portfolio.
The General Portfolio
By default, your Workspace includes a General Portfolio. This Portfolio functions differently from other custom Portfolios in the following ways:
Automatic Membership
New members added to your Workspace will automatically be included in the General Portfolio, even if they were not explicitly invited.Workspace-Wide Access
It’s an ideal place to create Workspace-wide projects, ensuring that all Workspace members have access to them.
Note: The General Portfolio can be renamed and removed, allowing you to tailor it to your needs. You'll always be able to identify the General Portfolio due to the question mark (?) tooltip icon next to it.
Project Invitations
There are two types of Project invitations: Member Invites and Guest Invites.
Member Invites
Scope of Access
When a Workspace member is invited to a Project, they are not added to the Portfolio containing the Project. This means they will not have access to other Projects within that Portfolio, limiting their visibility to only the Project they are invited to.
Guest Invites
Role and Access
Guests are non-paid collaborators who are invited directly to a Project. They are not added to the Workspace, so they will not see Portfolios or have access to team tools such as Workloads, All Tasks, or Direct Messaging. Despite having meaningful collaboration capabilities, Guests only see the Project to which they are added.
To add either Members or Guests to a Project, use the Manage Members or Invite Guests option found in the dropdown menu next to the Project's title.
Once in the Project Settings section, you’ll have two invite options: Email Invite and Link Invite, similar to the options available in the Inviting Members to Your Workspace section of this help article.
Additionally, from the Project screen, you can also send a Guest invite to this Project.
Roles & Permissions
Members of your Workspace can hold one of three default roles: Owner (only one per Workspace), Admin, or Member. By default, new members are added as Members. You can update their roles in the Manage Members tab within Workspace Settings.
Additionally, you can create Custom Roles with tailored permissions.
Below are the permissions in Nifty for Owners, Admins, Team Members, and Guests:
