How To Add Trello Users To Your Business Accont

How To Articles

Adding Trello users to your business account is a crucial step in ensuring efficient collaboration and project management. In this article, I will guide you through the process of adding Trello users to your business account, while also providing personal touches and commentary from my own experience.

Step 1: Accessing Your Trello Business Account

First and foremost, you need to log in to your Trello business account. Open your preferred web browser and navigate to www.trello.com. Enter your login credentials and click on the “Log In” button.

Once you are logged in, you will be greeted with the Trello dashboard, where you can view and manage all your boards and projects.

Step 2: Navigating to the Team Page

To add users to your business account, you need to access the Team page. On the left side of the Trello dashboard, you will find a sidebar. Scroll down until you see the “Teams” section and click on it. This will take you to the Teams page.

Within the Teams page, you will see a list of all the teams associated with your Trello account. Locate the team you want to add users to and click on it to open its details page.

Step 3: Adding Users to Your Team

On the team’s details page, you will find a menu on the right side. Click on the “Add Members” option to start adding users to your team.

A pop-up window will appear, allowing you to search for Trello users to add. You can add users either by their email address or their Trello username. Simply enter the email address or username of the user you want to add and click on the “Add” button.

Once you have added a user, they will receive an email notification inviting them to join your team. They will need to accept the invitation and create a Trello account if they don’t already have one.

Step 4: Managing User Permissions

After adding users to your team, you may want to assign specific permissions and roles to each user. Trello provides different permission levels such as Admin, Normal, and Observer.

To manage user permissions, go back to the team’s details page and click on the “Members” tab. Here, you will see a list of all the team members, along with their assigned roles.

To change a user’s role, click on the three dots next to their name and select the desired role from the drop-down menu. Administrators have full control over the team, while Normal users can contribute and edit boards. Observers have read-only access to boards and cards.

Conclusion

Adding Trello users to your business account is a straightforward process that enhances collaboration and streamlines project management. By following the steps outlined in this article, you can easily invite users to your team, assign appropriate permissions, and ensure everyone is on board with your projects.

Remember, effective teamwork is the key to success in any business endeavor, and Trello provides an excellent platform to facilitate seamless collaboration.