With invitations you add people to a Track, as a Trackee or Track Leader. You can send an invitation by email, or share an invitation link. This can be done in two ways: directly in the Track or via the settings.
Where can you invite someone?
There are two ways to invite people to a Track:
Directly in the Track — click the plus icon next to the avatar(s) in the top left. A window opens where you enter the email address and choose a role.
Via the Track settings — go to the Track, click the settings icon in the top right and choose Members. Click Invite people to open the invitation window.
Choosing a role
When inviting someone, you specify which role they will receive:
Trackee — the participant
Track Leader — the guide or coach
Sending an invitation
Enter an email address, choose a role, and then:
Click Send invitation emails to send an automatic email.
Or choose Share links manually if you want to copy and send the link yourself.
Adding an existing workspace member
Are you a Track Leader and want to add a colleague or co-coach who is already a member of your workspace? No need to send an invitation by email.
Go to the Track settings and click Members.
Click Add members.
Search for the person by name and select them.
Choose the role Track Leader and confirm.
This option is only available to Track Leaders and only for people who are already a member of your workspace.
Extra option: open invitations
In the Track settings you can also choose an open invitation:
Enable the open invitation for Trackees or Track Leaders.
Share the generated link with whoever you want.
Anyone with the link and the correct role can then sign up for the Track.