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Table of Contents
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Authentication

Every user logs in with a unique email address and password

Manage Teams

Whether you add or edit a team, you will see the team profile page

Add existing users

Existing users are also shown under Users. You can search by email address and add an existing user to the team by clicking on the + icon.

Invite new members

Note

Inviting new members creates a user account (role: member) and sends an invitation link to email addresses.

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Tip
titleEmail distribution list

You can also copy/paste email addresses from an email distribution list

Observer Teams

Tip
titleObserver Teams

To add many users as observers for one or multiple ARTs, follow these steps:

  • Create all your users which need read-only access with the role "observer"
  • Create a team called "observer team" or similar
  • Add all observer users to that team
  • Add your "observer team" to all PI sessions where they need read-only access as Attending Teams (without Board / Swimlane) → Add Teams to Session


If you want to provide read-only access to multiple users the best way to do so is creating an "observer-team"

Manage Users

Create User

Tip

If you are creating new teams and directly want to add existing users or invite new team members, you can directly do that on the "Create Team" and "Edit Team" page.

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  • Add email address
  • Give a name (Optional)
  • Define a role

Edit User

You can

  • edit users email address (a link to set a new password will be sent out to the user)
  • change the name
  • change the role

plus you see all teams a user is assigned to.

Reset password / delete user

Reset password

Delete user

Delete a user account also removes a user from every team the user was member of.

Excerpt Include
User/Team Management (shared accounts)
User/Team Management (shared accounts)
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