How It Works

Follow each step in Cards.

  • A job title should not automatically grant broad access.
  • Never use a client role for an internal collaborator or expose private working notes to a client.
  1. 01

    Open the organization’s member or Admin controls.

    Cards screen demonstrating step 1: Open the organization’s member or Admin controls.Open Admin and select Invite User
    Step 1 screen focusOpen the organization’s member or Admin controls.
  2. 02

    Confirm the person’s email address, relationship to the organization, and intended responsibilities.

    Cards screen demonstrating step 2: Confirm the person’s email address, relationship to the organization, and intended responsibilities.Enter the person, account type, and organization details
    Step 2 screen focusConfirm the person’s email address, relationship to the organization, and intended responsibilities.
  3. 03

    Choose the minimum role and team scope they need.

    Cards screen demonstrating step 3: Choose the minimum role and team scope they need.Choose the minimum role, departments, and Teams
    Step 3 screen focusChoose the minimum role and team scope they need.
  4. 04

    For a client, connect access only to the client-facing work intended for review.

    Cards screen demonstrating step 4: For a client, connect access only to the client-facing work intended for review.Limit client participation to the intended review work
    Step 4 screen focusFor a client, connect access only to the client-facing work intended for review.
  5. 05

    Ask the invitee to confirm the organization after signing in.

    Cards screen demonstrating step 5: Ask the invitee to confirm the organization after signing in.Confirm the new Membership and its active status
    Step 5 screen focusAsk the invitee to confirm the organization after signing in.
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