Help Center

Invite Users

Overview

As Owner or Admin, you can invite users to your Workspace in a few simple steps. To invite new users to a specific Workspace, you can do so within the Manage Organization and Workspaces Dashboard by selecting the Invite button next to the Workspace name, or from Settings > Workspace Settings > Invite New Users.

You can also add teammates through the “Owner” or “Comments” field on a Story.

Free plan accounts do not have access to Member or Observer roles. The Observer role is only available on the Team plan or above. For additional access, please consider upgrading to a paid plan.

Invite Methods

Email Invitations

  1. Navigate to Settings > Workspace Settings > Invite New Users
  2. Enter the email address(es) you wish to invite
  3. Select the Role for which you’d like to invite the User(s):
    • Owner - You must invite a user as a Member or Admin first, then promote them to Owner after they accept
    • Admin
    • Member (paid plans)
    • Observer (paid plans)
  4. Click Send Invitations

Unused invitations are counted as billable users. Check your User Directory and Invite New Users menu periodically. Deleting unused invitations will help you avoid being charged for teammates who aren’t using Shortcut.

Create a link to quickly invite your team to Shortcut as Members:

  1. Select the Create button to generate a unique invitation link
  2. All new users from this link will join as Members
  3. You can adjust their Roles as needed after they join

Invitation links can be disabled at any time by selecting the trash can icon. Once deleted, you can generate a new link. Links are not recycled.

Google Contacts

Invite your teammates from Google Contacts:

  1. Click Invite Contacts tab
  2. Authorize with Google by selecting Invite Google Contacts
  3. Shortcut will display a list of your Google Contacts so you can choose who is invited
  4. Select the user and role to invite

Shortcut does not permanently store this Contact data. You can manage the data by selecting Clear Google Contacts or Refresh Google Contacts. Shortcut will first check your Google company Directory. If there are no emails in the Directory, we will then check your Google Contacts.

Domain-Based Auto-Join

Allow teammates to join automatically based on their email domain:

  1. Select the Settings tab
  2. Select Discoverable and open to anyone with a matching domain
  3. Toggle any domain you wish to be discoverable on or off

The Organization will be immediately charged for any new users on a paid plan, and will need approval from an account Owner to upgrade if your Free plan already has 10 users.

In order to make a Workspace discoverable, the domain must match the email address domain of at least one Owner or Admin in the Workspace.

Role Options

Owner

  • You must invite a user as a Member or Admin first
  • Once they accept the invite, you can then promote them to Owner
  • If you promote a user to Owner in an Organization with more than one Workspace, they will be promoted as Owner to all Workspaces in the Organization (even if they were not previously invited)
  • Owners receive billing notification emails

Admin

  • If you promote a user to an Admin of a single Workspace, they are only an Admin of that Workspace
  • Admins do not receive billing notification emails

Re-sending Invitations

If a teammate fails to receive an initial invitation, you can resend the invite:

  1. Go to Settings > Workspace Settings > Invite New Users
  2. Click the recycle icon to resend the invite

If you try to re-send an invite within 24 hours of originally sending it, Shortcut will alert you and prevent the invite from being re-sent.

Deleting Invitations

Unused invitations count as billable users, so delete any you no longer need.

To delete an unused invitation:

  1. Go to Settings > Workspace Settings > User Directory
  2. Click the garbage can icon to delete the invite

You can also delete invites from Settings > Workspace Settings > Invite New Users.