Invite new members to TaskFord

To start collaborating in TaskFord, you need to invite your team members to your site. Once invited, they can access shared boards, update tasks, and track progress in one place.

As a site administrator, you control how users join and the level of access they receive using Account Types and App Roles.

Account type

The Account type defines a user’s global status across the entire site. It determines their authority over organizational settings and billing. Every user is assigned one account type when added to the site:

• Regular Member: Standard users who can use the site and all core project features.
• Billing Manager: Restricted to managing invoices, billing details, and payment methods.
• Site Admin: High-level access to manage users, subdomains, SSO, and site-wide settings.
• Site Owner: The highest level of authority. Full control, including site deletion and ownership transfer.

App role

App Roles define what a user can do in their daily work across boards, portfolios, and dashboards. A user can have multiple roles simultaneously:

TaskFord provides three default roles, and you can also create custom roles with specific permissions.

• Admin: Full administrative access to manage the configuration of the site.
• Editor: Can create and manage boards, portfolios, and dashboards, but cannot manage site settings or roles.
• Viewer: Read-only access to all public site content.
• Custom roles: Tailor specific, granular permission sets to fit unique team workflows.

Invite people to TaskFord

You can invite collaborators via email to add them directly to your site. There are two ways to access the invitation modal:

Option 1: From the user management section

Use this method to manage users and global configurations at the site level.

1. Click your profile picture in the top-right corner.
2. Select Settings from the dropdown menu

3. In the left panel under Administration, click User management
4. Click Invite button located in the top-right corner.
5. Once the “Invite people” pop-up appears, configure the following:

• Email: Enter one or more email addresses (separated by commas).
• Account type: Select the appropriate global status.
• Role: Choose one or more roles to define their work permissions.

6. Click the “Send Invite” button to send the email notification.

Option 2: From within the site

Use this method for quick invitations while actively working inside a project.

1. Click the Invite button in the top-right corner of the site.
2. Once the “Invite people” pop-up appears, configure the following:

• Email: Enter one or more email addresses (separated by commas).
• Account type: Select the appropriate global status.
• Role: Choose one or more roles to define their work permissions.

3. Click the “Send Invite” button to send the email notification.