Invite Members to Your Goal
Welcome to Kroolo, the smart productivity powerhouse. This guide demonstrates the process of inviting a member to a goal.
1. Select Your Goal
Start by opening your list of goals in Kroolo. Identify and select the specific goal to which you want to invite a member.
2. Open the Options Menu
Click on the three dots (more options) next to the goal you selected.
3. Choose “Invite Member”
From the menu, select the “Invite Member” option. A prompt will appear, asking for the name or email address of the person you wish to invite.
4. Enter Member’s Name or Email
Type the name or email address of the person you want to invite.
5. Select the Member
From the suggestions or dropdown list, click on the correct person’s name to add them.
6. Set Access Permissions
Adjust access settings according to the member’s role in the goal. Options include:
Edit – Full access to make changes.
View – Read-only access.
Comment – Access to view and comment.
Guest – Limited viewing or interaction.
7. Send the Invite
After setting permissions, click “Send Invite” to finalize.
8. Confirm the Invitation
You’ll see a confirmation that the invite has been sent.
To review, go to the members section of the goal, where all members with access are listed.
9. (Optional) Share the Link
For added convenience, copy the private link provided and share it directly with the team member.
Close the pop-up window to complete the process.
And that’s it! You’ve successfully invited a member to your goal in Kroolo.
