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.
🎥 Watch this video to learn more👇
1️⃣How to add team members who have already joined your organization.
1. 👉🏼Click on any workspace you want to invite collaborators to.
2. 👉🏼Click on the '+' button on the top right corner of your workspace to open up the manage collaborator pop up.
3. 👉🏼You'll see all of the collaborators who are part of the workspace.
4. 👉🏼Search the name of any team member.
5. 👉🏼Select the name of the team member in the dropdown menu.
6. 👉🏼A confirmation message will display letting you know the team member has been added.
7. 👉🏼The invited team member will receive an email letting them know they have been added to a workspace.
8. 👉🏼They will also receive a notification alerting them that they have been added to a workspace.
2️⃣How to invite new members to your organization and workspace.
1. 👉🏼Click on any workspace you want to invite collaborators 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 the blue text.
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 and select chat with us) or email us at hello@bit.ai.