How to invite users to BugHerd

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There are 2 ways you can invite people to BugHerd.

  1. Invite users to a project
  2. Invite users to your BugHerd Team

Inviting users to a Project

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When viewing your project, click on the "edit" link in the Kanban sidebar to open the "Share Project" popup (see below). From here you can invite users to your project by entering their email address & choosing a user type, Member or Guest.

You can find out more about the difference between Members & Guests here.

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Once invited, the user will appear in the list of "Project Members & Guests" and an email is sent inviting them to the project.

To remove a user's access from this project, just click the "X" icon next to their name. You can find out more about managing users' project access here.

 

Inviting users to your BugHerd Team

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If you are an Owner or Manager of your BugHerd Organization you have access to manage your BugHerd Team. For more about user roles in BugHerd, see here.

From the Team screen (see below) you can...

  • Invite a users to join your BugHerd Team
  • Manage a User's access to multiple projects rather than having to invite them project-by-project. For more on this, see here.
  • Change a User's role

Just like when inviting a user to a Project, you can only invite a single user at a time to the Team. When invited they will receive an email inviting them to create their BugHerd account.

 

 

We hope that gives you all the info you need to get started inviting your Team and Clients in BugHerd. Of course, if you have any questions or need some help, get in-touch with us on support@bugherd.com.

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