Configure Access

You can who is a member of your workspace. A workspace member can access the workspace, see the maps and create/update/complete/delete tasks. Adding members is done by sending them an invite.

The amount of members a workspace allows depends on the plan. The free plan only allows one user, a paid plan allows you to have 10.000 members.

You can remove members by deleting them from the workspace. This will remove their access to the workspace and all maps within it. If they are currently on the workspace they will be send back to their overview of workspaces. The owner of the workspace can’t be removed.

Roles

There are two types of roles within a workspace:

• Owner: The owner of the workspace, who has full control over the workspace and its settings.
• Member: A member who has been invited to join the workspace and has accepted the invitation.

Function	Owner	Member
View all members	✅ Allowed	✅ Allowed
Configure basic settings	✅ Allowed	✅ Allowed
Configure task properties	✅ Allowed	✅ Allowed
Configure card labels	✅ Allowed	✅ Allowed
Remove members	✅ Allowed	❌ Forbidden
Create invites	✅ Allowed	❌ Forbidden
Delete workspace	✅ Allowed	❌ Forbidden
Change subscription	✅ Allowed	❌ Forbidden

Inviting members

To invite members to your workspace, you send them an invite. An invite can be password protected. Each invite can only be used once and will expire if not used (default is 2.5 days). You can revoke invites that are not used.

Creating an Invite

To create and manage invites you need to go the workspace settings.

To create an invite, follow these steps:

1. Go to the settings page of your workspace.
2. Go to the Current Invites and enter the following details:
   • Minutes until an invite expires
   • (Optionally) Set a password
3. Click on Create Invite to create a new invite (we don’t store the password, so write that down first)

When you create an invite, you will receive a unique code that can be shared as a link with others. This link can be sent via email, chat, or messaging app, allowing others to join your workspace without needing to search for their account or asking that they first create an account.

In the list of current invites you can click on “copy code” or “copy link”.

Note

The following are examples that are not valid.

• Example of code: 67a3a6aaf367082da378b163SjB4R5Yd8Bvp7Fafa7jv
• Example of a link: https://app.todo2d.com/invite?code=67a3a6aaf367082da378b163SjB4R5Yd8Bvp7Fafa7jv

Accepting an Invite

Each member can only accept an invite once. When someone accepts an invite, they will be added to your workspace, and the invite will change its status to “consumed”.

To accept an invite go to https://app.todo2d.com/invite (or use the invite link) and enter the code. You don’t need to enter the code if the code was provided in the link. In addition you can enter a password. You can then preview the invite.

Note

Todo2d will not display or expose to a user if a invite is protected

After previewing the invite the user can accept the invite. If the invite is still valid, they will be redirected to the workspace.

Revoking Invites

You can revoke invites at any time from the settings page of your workspace. Revoked invites cannot be used by others.

By managing invites effectively, you can easily collaborate with others on your projects and tasks while maintaining control over who has access to your workspaces.

Invite Statuses

Invites can have one of the following statuses:

• Active: The invite is active and can be consumed by someone.
• Revoked: The invite has been revoked by an user and cannot be used.
• Expired: The invite has expired due to the set expiration time and cannot be used.
• Consumed: The invite has been used by someone and cannot be used again.