This tutorial walks you through the steps to invite new team members to your Bardeen account. By the end, you’ll know how to send email invites, generate invite links, and manage your team settings.
Chapter I: Open the Bardeen Chrome Extension
- Click the Bardeen icon in your Chrome toolbar to open the extension.
- The Bardeen extension will appear on top of your current browser tab.
Chapter II: Access Account Settings
- In the bottom-left corner of the Bardeen sidebar, click the three-dot menu icon (⋯).
- From the dropdown menu, select Settings.
Chapter III: Navigate to the Team Section
- In the Settings menu, look at the left-hand side panel.
- Click on Team to open your team management page.
Chapter IV: Invite Team Members by Email
- At the top of the Team page, you’ll see a field labeled for email input.
- Type in the email addresses of the people you want to invite. You can add multiple emails at once.
- Press Send to send the invitations. Each person will receive a welcome email with instructions to join your team.
Chapter V: Share an Invite Link
- Below the email input field, you’ll see an option to Generate Invite Link.
- Click the button to create a unique team invite link.
- Copy the link and share it via Slack, email, or any other messaging platform. Anyone with the link can join your team after signing in.
Chapter VI: What Happens Next
- Invited users will receive a welcome message with a link to join your team.
- Once they accept, they’ll be added to your Bardeen team account.
- You can now share playbooks and workflows with them.
Summary
To add team members in Bardeen:
- Open the extension and go to Settings > Team.
- Invite users by email or share an invite link.
- New members will receive a welcome message and can join your team with one click.
This setup helps you collaborate and share automations across your team.
