How to Add a Team Member to a Workdoc in Monday.com
In this article
This guide will show you how to add team members to your Workdocs in Monday.com, enabling seamless collaboration and sharing of important documents. Follow these steps to invite new users or add existing team members to your Workdoc.
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Here's how to add a team member to a workdoc in monday.com in Monday
- Open Your Workdoc
Navigate to the left sidebar and click on the specific Workdoc you wish to share with a team member. This action will open the document in your main workspace.
- Access Share Options
Once your Workdoc is open, locate and click the 'Share' button. This button is typically found in the top-right corner of the Workdoc interface and will open the invitation dialog.
- Search for a Team Member
In the 'Invite to this doc' dialog that appears, use the search field to type the name or email address of the team member you want to add. The system will suggest existing users as you type.
- Add an Existing Member
If the team member is already part of your Monday.com account, their name will appear in the search results. Click on their name to add them directly to the Workdoc.
- Invite a New Member by Email
If the person is not an existing team member, type their full email address into the search field. Then, click the 'Invite a new member by email' option that appears, followed by 'Invite as a member' to send the invitation.
- Confirm Invitation Status
After sending the invitation, the new team member will be listed in the invite dialog with an 'Invitation pending' status until they accept. Existing members will be added immediately.
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Frequently Asked Questions
Your Workdocs are typically listed in the left sidebar under sections like 'Workspaces' or 'Favorites', depending on how your account is organized.
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