How do I invite people to Switchboard?

 

You can invite people to your Switchboard workspace as one of three user types: Members, Limited Members, and Guest. 

Only Members can invite new users or approve Guests to join a room.

 

You can invite people on your team as Members to your workspace by clicking on your workspace name at the top of the left panel and selecting invite.

 

 

Then add their emails to the popup:

 

 

Workspace admins can approve/revoke Members and open up signups from a particular email domain (like @yourcompany.com) in the Workspace Settings page.

 

 

The share button in the bottom right corner of a room is where you can invite Members (if it's private), Limited Members, and Guests to a specific room. Not sure what type of user to user? 

Check out this article on the different types of users in Switchboard. 

 

Clicking the share button opens this window that you can use to add people to your room. 

 

Click the "Copy" button to copy the room link to your clipboard and share it with anyone. If they don't already have access as a Member or Limited Member, then they can use that link to ask to join as a Guest. 

To invite someone as a Limited Member to the room, type in their email and click invite. 

You can also add Members of your workspace to a private room from this window by typing in their name.

Once you have the list of people you want to invite, click the green "Add" button to send out the invitations.