Bit's platform can be used by individuals or teams. We recommend that you invite your team members to join your Bit organization account. Bit is a new-age way for teams to coordinate around projects, work on projects together or individually, work with cross-functional teams, work with distributed teams and collaborate over client facing projects and content. Depending on your collaboration needs with clients you can invite them to join your account as well.
The best part is that Bit has been created to scale across teams and organizations of all sizes and geographic locations.
🎥 Watch this video to learn more👇
If you're interested in inviting additional team members to join your organization to get work done, there are two ways to do this:
Learn How to Invite New Team Members:
1️⃣ Part 1: Inviting Team Members from Settings
1. 👉🏼 Click on your Organization's Name at the bottom of the left sidebar.
2. 👉🏼 Select 'Team Management' from the menu.
3. 👉🏼 Next click on the 'Pending Invites' tab. It's a great way to see what invites are pending.
4. 👉🏼 Now go ahead and click on the 'Invite Members' button.
5. 👉🏼The invite members pop up will display. Here you'll want to add an email address of the teammate or client you wish to invite.
6. 👉🏼Click on 'Add Another Member' to add multiple individuals at once. You can invite up to batches of 5 new members at one time.
💡QUICK TIP: To add more than 5 members on the Pro & Business Plan repeat steps 2-5. If you need to invite bulk new members and need our help. contact us at support@bit.ai.
7. 👉🏼You can also add the workspaces you would like your invites to join. This is an optional, but recommended step so that they can start collaborating with you.
8. 👉🏼Once you're done, click on the 'Send Invitations' button.
9. 👉🏼Next, you'll see a confirmation screen that will let you know how many invites were successful and let you know if there were any issues.
10. 👉🏼You'll receive an email alerting you when an invitation has been accepted. When that occurs you can start collaborating and working together.
2️⃣ Part 2: Inviting New Team Members to Your Workspace
1. 👉🏼Click on any workspace you want to invite new team members to.
👉🏼2. Click on the '+' button on the top right corner of your workspace to open up the manage collaborator pop up.
👉🏼3. You can either add team members who have already joined your Bit organization by searching for them or you can click on 'Invite New Member' at the bottom of the pop up. Since we are looking to add new team members, click on the 'Invite New Member' button.
👉🏼4. The invite members pop up will display. Here you'll want to add an email address of the teammate or client you wish to invite.
👉🏼5. Click on 'Add Another Member' to add multiple individuals at once. You can invite up to batches of 5 new members at one time.
💡QUICK TIP: To add more than 5 members on the Pro & Business Plan repeat steps 2-5. If you need to invite bulk new members and need our help. contact us at support@bit.ai.
👉🏼6. You can also add all of the workspaces you would like to invite your users join you in. This is an optional, but recommended step. It's a great way to help your new colleagues get onboarded and ready to collaborate with you.
👉🏼7. Once you're done click on the 'Send Invitations' button.
👉🏼8. Next you'll see a confirmation screen that will let you know how many invites were successful and let you know if there were any issues. If you'd like to see the pending and accepted invites click on 'See pending and accepted invites'.
👉🏼9. You'll receive an email alerting you when an invitation has been accepted. When that occurs you can start collaborating and working together.
🎙 If you have any questions or suggestions, please message us on our in-app chat (click on the [?] on the top bar of Bit's platform and select chat with us) or email us at hello@bit.ai.