There are a number of ways to invite a colleague to Process Bliss: by assigning them a task (or a step in a task), by adding them as an organisation member from settings, or by inviting them to a specific folder.

When you do this, this is what happens for the person being invited:

  1. They will receive an email inviting them to join your organisation

2. When they click on the link in the email they will be prompted to enter their name and password, and to accept the terms and conditions.

3. When they land in Process Bliss, they will either see their task list if you have assigned them a task, or they will be taken to the Templates section. 

Useful links

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