Becoming a Member or a Guest

Getting Started

Your HuddleIQ administrator may invite you to become a member or a guest of the organization. In such a case, you will receive an email titled “Welcome to HuddleIQ”, similar to that below. Clicking “Activate Your Membership” will open your browser and ask you to assign a password, after which you be will automatically be…

Billing

Administrators

Accessible from the Dashboard -> Administration -> Billing The billing section manages your payment details and displays your payment history. You may edit your organization details, including country, billing name, billing company number, and edit credit card details. Note: Click “Examples” to see company or organization numbers suitable for your country. Payment history displays all payments made by…

Subscription

Administrators

The subscription section displays details of your current subscription and allows you to change any part of it. Click the edit icon to change your subscription details. PlanPlan details are outlined on the pricing page. Member LicensesPay either monthly or yearly in advance. Visitor LicensesPay either monthly or yearly in advance. SchedulePay either monthly or yearly…

Edit a Member or Guest

Administrators

Accessible from the Dashboard -> Administration -> Members & Guests As an administrator, you may edit the details of any member or guest in your organization, including the following: First Name Last Name Email Address Whether they are a Member or a Guest If a member or guest has not been previously licensed, they will receive an…

Organization Profile

Administrators

Accessible from the Dashboard -> Administration -> Organization ProfileYour organizational profile allows you to: Change the organization’s name Change the organization’s default timezone for new members and guests Change the organization’s avatar Applies To: Administrators Plan Availability: Free*, Standard, Premium

What is an Administrator?

Administrators

An administrator is a member who has access to the administration section of the dashboard, which provides access to: Organization Profile Members Subscription Billing An administrator may also transfer ownership of assets such as boards, projects, templates, and files from one member to another. A member may be assigned or unassigned an administrator. Note: The member who first…

What is a Member?

Getting Started

A member is a licensed user within your organization. Members have access to the dashboard where they can create private or shared projects or be assigned to shared projects and create and access boards within. Members may invite or be invited to other boards and be assigned any board role as part of those invites. Applies To: Members Plan Availability: Free*, Standard, Premium

What is a Project?

Getting Started

A project is a collection of boards that can be private or shared with other members of the organization’s account. Private projects are only visible to you. In contrast, shared projects are selectively accessible to other members, with differing permissions on what they are allowed to do with the project and the boards within. Creating a project is as simple as following this guide. Applies…

Create a Board

Using the Dashboard

Boards are where all the action occurs, where you can use the hundres of emplates available, board tools, video conference, brainstorm, create, collaborate, present documents, coach, and more. From the My Boards view or from any project, click the “+ New Board” button to create a new board. First, give your board a name. If creating the board from the My Board view, select…

Getting Help

Getting Started

Help is available 24/7 using our self-service online help center. For customers on a trial or a paid plan, you can also submit a support request as outlined below. This icon is visible in the top left of the dashboard or any board where the top toolbar is expanded. From here, you can search our online help…