Yet another multi channel guest post

Seva Samuel Safyan March 18, 2022

Hi,

I am an admin on a board, but it's not letting me add a new vendor account to multiple boards.

Can you guys just make this an easier and more straightforward process??

i.e. You try to add a guest, and it offers your right away to convert them to a billable user. 

Currently I looked over all the documentation and other user's post on the topic and I'm still more confused as ever

1 answer

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Ste Wright
Community Leader
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March 19, 2022

Hi @Seva Samuel Safyan 

This page might help: https://help.trello.com/article/1236-board-guests

It details how to invite guests, and how single vs multi-board guests work.

Ste

Seva Samuel Safyan March 24, 2022

Thanks Ste, but I had already read that page before posting....

Ste Wright
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 24, 2022

Hi @Seva Samuel Safyan 

This is the process as it stands; what's there that you'd like clarified? :)

Ste

Seva Samuel Safyan March 25, 2022

Basically as a board admin, I just want my new dev team to be easily invited to multiple boards. I don't want to see an error message from trello without trello offering a straightforward solution. i.e. "this user is a single board guest, would you like to upgrade their account? Go here and pay $$"

Ste Wright
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 25, 2022

Hi @Seva Samuel Safyan 

I assume the warning is to ensure you're aware that a user is moving from free to billed.

Have you considered just adding all the dev team as Workspace Members instead, thus avoiding the need for them to be a guest - this might exempt them from the warning?

You can see how to do this on this help page: https://help.trello.com/article/715-inviting-people-to-a-workspace

Ste

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