Help · Workrooms · 3 min read

Invite people to a Workroom

Each Workroom has its own list of people. Its owners decide who is in it and what each person can do.

Add people

Press Share in the room’s top bar. As an owner, pick a person in Add someone from your workspace, choose their role and press Add. People join a Workroom from your workspace, so invite them to the team first. Read Bring your team in.

The Share panel of a Workroom with Everyone in the workspace, Can edit, and Copy link
Share shows who is in the room and what everyone else can do.

The four roles

RoleWhat they can do
OwnerEverything, and also adds people, changes roles and archives the room.
Can editChats in the room, changes the board and removes cards.
Can commentReads the room and writes comments.
Can viewReads the room.

Your AI works with the role of the person who wrote the message. A room keeps at least one owner, so make someone else an owner before you step down.

Everyone else in the workspace

The last row, Everyone in your workspace, sets the role for people you have not listed. A new Workroom lets them view. An owner can raise that to comment or edit.

Press Copy link and send it to a teammate. The link opens the Workroom in HTO Labs.

Tip: an owner can also switch on Let our other chats use this room. Then the room’s decisions and what it made reach each member’s own chats. Its chats, notes, comments and files stay in the room.

Still stuck? Write to us, and a person at HTO & Beyond answers.