Invite Members to Initiatives

When you invite someone to an initiative, they are added automatically to ALL projects within that initiative and they will also be set as workers on ALL projects.

Before inviting someone, make sure that you have "Admin" permission on the initiative. 

If you want to invite people on specific projects, you must do so one project at a time. For help on this topic, please visit this section

Inviting to initiatives

  • Go to the "Members" section of initiative settings.
  • Click on the top right button "Invite members" as shown below

  • The individual(s) you invited will receive an email with a link called "Accept the invitation and join Planbox". They need to click this link in order to accept the invitation.
  • The invites user will be prompted to choose a password and confirm it. 


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