How to invite and onboard your team?

A short guide to help and get your team members on board.

Reinder Visser avatar
Written by Reinder Visser
Updated over a week ago

Placker works best when your team is on board, here are some tips to get everyone on the same page.

Invite team members

To make sure your colleagues can access a board in Placker, it is required to add them to a subscription first. If you are in a trial account, this step is not required.

Then, after they have an active Placker account, you can add them to a Placker board.

When you have imported your boards from Trello, these boards will be available to the Trello board members automatically when they sign in with their Trello account.

The good thing is that any team member that is in Trello but not yet active in Placker can simply sign-up to Placker to access their board. If you add the member only in Placker, as in the link of the previous paragraph, that member will have view-only access.

After following these steps, you can share a view with Placker URL with a teammate or ask them to use the buttons in the Power-Up, and they should have access.

When members cannot see the boards

  1. Make sure they have a connected Trello account, by checking their profile, if Trello is not connected, connect Trello. (more information: see this article)

  2. Make sure they are members in Trello, and they have accepted the invitation, assign them to a card in Trello to make sure they are also users in Placker.

  3.  Make sure they are board members in Placker when they are not listed in Placker and they are in Trello, assign them to a card in Trello to add them in Placker.

Make sure new members know how to use Placker

After adding new members, it may be good to instruct them on how your team is using Placker and share links to our help center. For example, sending the URL to the Getting Started section articles: How to get started with Placker

Questions, issues and feedback

If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.

Your colleagues can also use the chat button to ask for help once they have signed in with Placker.

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