Invite people and set permissions
Invite by email, choose a role, and fine-tune exactly what each person can see and do.
Included with TrilliOne Business and TrilliOne Pro
Invite someone
- In the team, open Team & permissions (in Trillitask: Settings → Team Admin).
- Under Invite a member, choose Email (anyone) or Friend (pick a Trillitask friend).
- Choose a role: Member, Admin or Custom. Tick Customize permissions before sending to adjust them first.
- Click Send invite.
People without an account get Create account & join; they just need to sign up with the invited email address.
Roles
- Owner: everything, including deleting the team and managing payment.
- Admin: everything except deleting the team and managing payment.
- Member: can view, create and edit most things, but not delete or manage the team.
Fine-tune permissions
Next to a member, click Permissions, tick or untick what they can do in each area (tasks, calendar, tickets, help pages, memories, notes, lists, contacts, email, AI chat and team administration) and click Save permissions. Areas they can’t use show a padlock marked “Restricted by team admin”, and the assistant won’t do those things for them.
Changing someone’s role resets their permissions to that role’s defaults. Pending invites use up a member seat until they’re accepted or declined. To hand the whole team to someone, see Leave a team, hand it over, or delete it.