Adding Teammates and Managing Roles

Technology

Collaboration thrives when everyone has clear roles and the right level of access. Inviting teammates to your board can be a straightforward process, ensuring everyone – from project managers to designers and external stakeholders, can contribute effectively.

Here’s how you can add teammates and manage their roles with ease:

Adding Teammates to Your Board

Screenshot demonstrating Kerika's simple and intuitive process for adding teammates and managing roles to enhance collaboration. The image highlights accessing the 'Board Team' panel via the clearly marked team icon in the top toolbar. It shows the ease of inviting a new member by entering their email and selecting a specific role – 'Team Member' is chosen from the 'SELECT A ROLE' pop-up which also displays 'Board Admin' and 'Visitor'. This showcases Kerika's flexible role-based access control, allowing for seamless onboarding and efficient collaboration tailored to your project needs, whether adding core contributors or granting view-only access to stakeholders.

Click here to see how it works

Step 1: Invite Teammates

  1. Open your board and click the Team Icon in the toolbar.
  2. Enter the email address of the person you want to invite.
  3. Select a role for them: Board Admin, Team Member, or Visitor.

Step 2: Assign Roles

  • Board Admin: If you have created the board, then by default you’re a Board Admin. But you can give full control of the board to someone, which includes managing team members and settings.
  • Team Member:  Can collaborate on tasks, upload files, and contribute to the board. Ideal for designers, developers, and other contributors.
  • Visitor: View-only access. Great for external stakeholders or clients who just need to monitor progress.

Step 3: Add Them to the Team

Click Add, and your teammate is instantly part of the board with the role you’ve assigned.

Benefits of Role-Based Access:

Board Admin: Full Control for Team Leads

By default, the board creator becomes the admin, but you can assign admin rights to others as needed.

Key Benefits:

  • Manage team members, update board settings, and maintain control over the board’s structure.
  • Ideal for projects with multiple leads or project managers who need equal control.
  • Prevents bottlenecks if a single admin is unavailable, such as during vacations or other absences.

Admins play a crucial role in keeping the board organized, functional, and collaborative, ensuring leadership tasks are handled smoothly.

Team Member: Empower Your Contributors

Team Members have all the tools they need to get the job done. They can collaborate on tasks, upload files, and contribute to the board’s progress.

Key Benefits:

  • Ideal for designers, developers, and other active contributors.
  • Keeps the board dynamic by enabling hands-on collaboration while maintaining admin oversight.

Team Members drive the project forward, making them the backbone of productive teamwork.

Visitor: Keep Stakeholders in the Loop

Visitors have view-only access, which means they can monitor the board’s progress without making changes.

Key Benefits:

  • Perfect for external stakeholders or clients who only need to see updates.
  • Ensures transparency without compromising the board’s structure or workflow.

Visitors are ideal for keeping everyone informed without adding complexity.

Conclusion

Adding teammates should be straightforward and adaptable to your team’s needs. A well-designed role-based system ensures smooth collaboration, whether you’re working with a close-knit team or coordinating with external stakeholders. By assigning the right roles, you can create a more efficient and seamless workflow for everyone involved.