Send an invite#
- Open Settings and select Team.
- Select Invite team member.
- Enter their Email address.
- Under What can they do?, choose Viewer, Editor, Manager or Admin.
- Under Which apps can they open?, set each app to No access, Can view or Can edit. Only Planner is on by default.
- Select Send invitation.
Zetrr emails them the invite link. If the email can't be sent, the link is shown so you can copy it and send it yourself. Select Send another to invite someone else.
Not sure which role to pick? See Roles and per-app access.
How your teammate joins#
- They open the invite link.
- If they're signed in with the invited email, they select Accept & join workspace.
- If they're not signed in, they select Sign in to accept, or Create account & join if they're new to Zetrr.
- If they're signed in with a different email, they select Sign out and switch account and sign in with the invited one.
The workspace opens for them straight away, with the role and apps you chose.
Manage pending invites#
Invites waiting to be accepted are listed under Pending Invites on the Team tab. To cancel one, select the X next to it.
An invite expires after seven days. If your teammate sees Invitation expired, send them a new one.
Good to know#
- Only owners and admins can invite people or cancel invites.
- Planner is free for every team member.
- Planner also has its own team tools. See Work with your team in Planner.