Understanding how and where to invite collaborators will streamline your workflow experience on Nifty.
User Types and Roles
Workspace Collaborators & Guests
To start, know that there are fundamentally two types of users:
Workspace Collaborators: Licensed members of the Workspace, typically members of the organization or those who collaborate extensively with them.
Guests: Free users from outside of the organization. Invited to a specific project, but not intended for cross-project collaboration.
Types of Workspace Collaborators
Your workspace offers three default roles: Owners, Admins, and Members. Additionally, the option to create custom roles with specific permissions is offered on the Business plan and above.
Owners are the workspace superadmin, capable of managing the workspace settings as well as managing the workspace billing by default.
Admins can create and manage Portfolios and are given access to workspace reporting tools.
Members are the default collaborative level which emphasizes project-level collaboration.
Custom Roles vary in permissions scope and are created by the workspace Owner.
Inviting Workspace Collaborators
You can either invite collaborators to your workspace individually, or via bulk invite methods. Note that these sections are specifically discussing non-Guest invites.
Inviting Individuals
This method involves inputting the email addresses of the collaborators that you'd like to have join.
Helpful to know when inviting collaborators:
You can invite them into the workspace generally, or by specifically selecting the portfolio or project that you'd like them to join.
If enabled, collaborators within the workspace will have access to the workspace Chat, even if they've not yet been added to any portfolios or projects.
Inviting a collaborator into a portfolio will have them join all of the non-Private projects within that portfolio.
Workspace Invite
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.
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.
Below are the permissions in Nifty for Owners, Admins, Team Members, and Guests:
