Level 6: Bring In Your Team

Invite your team into a system that already works, and pick the right role for each person. About 4 minutes.

Written By Dennis Rodin

Last updated 2 days ago

Level 6 brings your team into MonuDesk. By now your board has real orders, a working pipeline, and your shop's settings, so your team joins a system that already works instead of an empty screen. Takes about 4 minutes.


Step 1: Invite your team and pick roles

Send invites from Settings β†’ Team and choose what each person can see and do. Roles control access to costs, settings, and more.

Learn more: How to Invite Your Team, How Roles and Permissions Work


Step 2: Manage team members

Change roles, remove members, and understand how seats affect your billing.

Learn more: How to Manage Team Members


βœ… Level 6 complete. Your team is in, with the right permissions, working from the same board.

πŸ‘‰ Continue to: Level 7: See the Whole Business (Pro)