Bit's platform has been created to allow an unlimited number of collaborators to work together. Collaboration starts at the workspace level. This means that you create private workspaces by default and as soon as you invite others to join you inside of a workspace, you can collaborate together with the knowledge, projects, documents and content inside of the workspace.

How to Add Collaborators to Your Workspace

There are two ways you can add collaborators. You can either add team members who have already joined your organization or you can invite new members to your organization.ย 

๐ŸŽฅ Watch this video to learn more๐Ÿ‘‡

1๏ธโƒฃHow to add team members who have already joined your organization.ย 

1. ๐Ÿ‘‰๐ŸผClick on any workspace you want to invite collaborators to.

2. ๐Ÿ‘‰๐ŸผClick on the '+' button on the top right corner of your workspace to open up the manage collaborator pop up.

3. ๐Ÿ‘‰๐ŸผYou'll see all of the collaborators who are part of the workspace.

4. ๐Ÿ‘‰๐ŸผSearch the name of any team member.

5. ๐Ÿ‘‰๐ŸผSelect the name of the team member in the dropdown menu.

6. ๐Ÿ‘‰๐ŸผA confirmation message will display letting you know the team member has been added.

7. ๐Ÿ‘‰๐ŸผThe invited team member will receive an email letting them know they have been added to a workspace.

8. ๐Ÿ‘‰๐ŸผThey will also receive a notification alerting them that they have been added to a workspace.

2๏ธโƒฃHow to invite new members to your organization and workspace.

1. ๐Ÿ‘‰๐ŸผClick on any workspace you want to invite collaborators to.

2. ๐Ÿ‘‰๐ŸผClick on the '+' button on the top right corner of your workspace to open up the manage collaborator pop up.

3. ๐Ÿ‘‰๐ŸผYou 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. ๐Ÿ‘‰๐ŸผThe 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. ๐Ÿ‘‰๐ŸผClick on 'Add Another Member' to add multiple individuals at once. You can invite up to batches of 5 new members at one time.

๐Ÿ’กQUICK 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. ๐Ÿ‘‰๐ŸผYou 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. ๐Ÿ‘‰๐ŸผOnce you're done click on the 'Send Invitations' button.

8. ๐Ÿ‘‰๐ŸผNext 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 the blue text.

9. ๐Ÿ‘‰๐ŸผYou'll receive an email alerting you when an invitation has been accepted. When that occurs you can start collaborating and working together.

๐ŸŽ™ If you have any questions or suggestions, please message us on our in-app chat (click on the [?] on the top bar and select chat with us) or email us at hello@bit.ai.ย 

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