Invite your team
In this guide, you make an org for your team, invite two people, and share a workflow with them. You must be an Owner or an Admin of the org to invite people.
An org is a team in tabletop. Its members share the workflows, the library and the tokens of the org. See Teams, orgs and roles.
1. Make an org for the team
You can also invite people to your “Personal” org. A new org keeps the work of the team apart from your own work.
- Click your avatar in the header, then New organization.
- Type a Name, such as “Fox Games”.
- Click Make organization. tabletop opens the new org.
The New organization window with the name Fox Games guides/invite-your-team-new-org
2. Pick a role for each person
| Role | Give it to |
|---|---|
| Admin | A person who manages the team, the keys and the billing with you. |
| Member | A person who makes and runs workflows. |
| Viewer | A person who only looks at the work, such as a client. |
The number of members depends on the plan of the org. See Plans and limits.
3. Send the invitations
- Click your avatar, then Organization settings.
- Open Invitations.
- Type the Email of the first person.
- Pick the role.
- Click Invite.
The Invitations tab with an email, the Member role and Invite guides/invite-your-team-invite - Do steps 3 to 5 again for each person.
The list shows each open invitation and when it Ends. To cancel one, click Revoke.
4. The person joins
Tell each person what to do:
- Open the link in the invitation email. The link works for 7 days.
- tabletop fills in the email. Click Send code.
- tabletop sends an email with a 6-digit code. Type the code, then click Sign in.
The person is now a member of the org. They see the org in their avatar menu. Open Members in Organization settings to see them.
guides/invite-your-team-membersIf the link no longer works, send a new invitation.
5. Share a workflow
A new workflow is shared with Everyone in the org. To share a workflow only with some people:
- Open the workflow. Click its name at the top left, then Share….
- In Who sees it, pick Only the people below.
- In Add a member of the org, pick a person, then click Add.
- Pick Can edit or Can view for the person.
The Share window with Only the people below and two people guides/invite-your-team-share
Owners and Admins see each workflow of the org.
6. Work together
When a team member opens the same workflow, their avatar shows at the top right. You see their cursor and the nodes that they select. Click an avatar to follow that person. See Live editing with your team.