Invite your team

Getting other people into your board takes one of three gestures. The conceptual model lives in Workspaces & access; this page is about the action.

Three ways to add people

1. Invite a workspace member — a full participant who can create their own boards and see shared workspace boards. The “adding a teammate” flow. Sent by email; they create an account and appear in the member list.
2. Invite a guest — a limited participant who sees only the boards they’re added to, not the workspace’s other boards or members. The “client review” or “stakeholder demo” flow.
3. Share a board — make a board accessible to specific people (members, guests, or a shareable link) and choose their role: Manager, Editor, or Viewer.

Member or guest? It’s about your tracker

The decision most teams get wrong

If a person will edit, import, or export cards that sync to your ADO or Jira tracker — even one person, even occasionally — they must be a workspace member. Guests can’t push tracker writes by design; the system rejects the attempt. Everyone else (read, comment, react, edit non-synced cards) is fine as a guest.

This is about audit attribution: every tracker write carries the identity of the member who made it, into both your tracker’s audit log and CardBoard’s.

Situation	Use
Will edit cards that sync to your tracker	Workspace member
Will create boards	Workspace member
Long-term teammate, full participant	Workspace member
Stakeholder review, no tracker editing	Guest
Client or contractor commenting only	Guest
External one-time feedback, no account	Public link (Viewer)

Editor is the right default for most collaborators — reserve Manager for board owners and admins. See Collaborators and Permissions.