Join an organization

Join an existing organization

There are two ways to join an organization that someone else at your company has created:

  1. Sign up for CreatiBI with your company email address. You will then automatically become a member of the organization.

  2. Ask someone in the existing organization to invite you to a team.

Invite people to your organization

To invite people to a project via a link:

Shareable invite links make it easy to invite many people to a team or project. Users can share the link through a variety of channels (via email, IM, text, etc.).

  1. Click on the "Share" icon from within the project;

  2. Click "Get link";

  3. Once clicked, the link will be automatically copied to your clipboard.

When somebody joins a project with a shareable invite link, they will have the default edit permissions for that project. You can manage project member permissions anytime here.

To invite people to a team via a link

  1. Click on the "+ Create" Quick add button and select "Invite";

  2. Go to the "Invite with link" tab;

  3. Select a team from the drop-down list;

  4. Click "Copy link" to invite people to your team by sharing the link with them.

Inviting guests

Should you wish to invite guests to your project/team, please use the "Invite with email" option.

Organization guests cannot join teams or projects using the shareable invite links - only organization members with an email address that matches the organization’s domain can join using shareable links.

Deactivate link

Clicking "deactivate" will permanently deactivate the link. No one will be able to use the link again.

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