Sharing a board internally: using a system email invitation

In this method you send the recipient an email invitation from within Folloze, inviting them to your board.

This method is ideal for sharing a board internally with others on your team, especially when you need another person’s help with creating the board. 

Use this method when adding an editor (someone who can edit the board), or when adding individual contacts as viewers (someone who can view content but cannot make edits).

To share a board via email:

1. Go to your Folloze homepage.

2. Open the share window of the board you want to share. You can do this one of two ways:

     a. Hover over the board. Click the  menu button in the top right. Click Share.

   b. Click on the board to open the back-end. Then, click the  share icon in the top right.

3. At the bottom, click Editors, Subscribers or Viewers, depending on the role you want the invitee to have.

4. Enter the invitee’s name or email.

5. Click the  envelope icon in the lower right to preview/customize your email invitation.

You can change the email from HTML (with images) to plain text (no images); edit the subject line and body; add the prospect or customer’s logo; and reuse recent messages. When you’re finished, click Done.

6. Click Send Invites.