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Quick Start: Get your team on board
Quick Start: Get your team on board
Updated over a week ago

The majority of your team will be added when you start your trial, but keep in mind that additional users can be added at any time through the Dock platform.

To add your teammates to Dock, navigate to the left menu bar and select the “Profiles” badge icon. Select the “Manage User Group” button on the top right and click on the “Add Users” field.

Click the “Add” button and enter the first and last name, followed by an email. You will likely want to invite them as a member allowing them full access to your organization and into the specific lists they’re invited into.

The invitation has now been emailed to your teammate and they’ll need to follow the same account creation steps you did. However, they’ll be invited into your workspace rather than having to create their own.

With your teammates invited, you can now assign them to tasks, workflows, SmartFlows(™), comments and mentions.

A good tip is to head back to the “All Users” section and verify that your teammates have seen the invitation and accepted it. In addition to viewing all users, you can also manage their permissions here.

For outside collaborators and those who only need limited access to just one list, check out Dock Lite as an option on our pricing page.

You can add new users here and in two other locations:

  1. The “+” sign on a list In the upper right-hand corner of your browser

  2. In the drop-down menu for assigning tasks

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