Members and invites
Everyone who works on a board is a member of it. Open Members in the planner’s top menu to see who’s on the current board.
Permissions
Section titled “Permissions”Each member has one of two permissions on a board:
| Permission | Can do |
|---|---|
| Owner | Everything a member can, plus change board settings, invite and remove people, change permissions and delete the board. |
| Member | Create, edit, move and comment on tasks; manage columns and labels; link and review pull requests. |
The person who creates a board is its first owner. A board can have more than one owner.
Inviting people
Section titled “Inviting people”By invite link
Section titled “By invite link”The quickest way to bring your team in.
- Open Members.
- Select Copy Link (Copy board invite link).
- Send the link however you like: chat, email, a ticket.
You can also select Email Link to open a ready-written email in your mail app, or Share to open the Share Board dialog.
By email
Section titled “By email”- Open Members.
- Under Invite by email, enter the person’s email address.
- Choose their Permission: Member or Owner.
- Select the invite button.
If the person doesn’t have a GH Planner account yet, send them the invite link instead so they can join once they’ve signed up.
Joining a board
Section titled “Joining a board”When you open an invite link:
- If you aren’t signed in, you’re asked to sign in or create an account.
- You’re added to the board and taken straight to it.
If you see Unable to Join, the link may be out of date. Ask a board owner for a new one.
Changing someone’s permission
Section titled “Changing someone’s permission”Owners can open Members, find the person, and change the Change board permission dropdown between Member and Owner. The change applies immediately.
Removing someone
Section titled “Removing someone”Owners can open Members, find the person and select Remove (Remove from board). They lose access to the board straight away. Tasks they created or were assigned to stay on the board.
Leaving a board
Section titled “Leaving a board”Ask a board owner to remove you.
