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retrospectivesHow-to guide

Inviting participants and guest links

Share a retro board with colleagues or with people outside your workspace — three access modes, the join link, and how to rotate or lock it.

Use Share in the facilitator dock to choose who can join a retro. Set access before sending the link so participants know whether they need to sign in or verify an email.

The Share panel with team, workspace, verified-email, and no-sign-in access options.

OptionWho it includes
Only one teamMembers of the selected team, including free participants. Link sharing is off.
Anyone in your workspaceEvery workspace member, with or without a paid seat. The panel uses your workspace’s name.
Anyone with the link — email requiredWorkspace members and outside guests who verify an email address.
Anyone with the link — no sign-inWorkspace members and anonymous visitors. Cards appear as Anonymous.

Workspace access is the default on a new board. It is not limited to paid Seat Holders.

  1. Select Share.
  2. Choose the right access option.
  3. Select Copy board link, or copy the guest join link offered for a guest mode.
  4. Give participants the link and the time you plan to start.

Workspace members open the board after signing in. Verified guests follow the email verification flow. Guests do not get access to the rest of your workspace.

Message or situationWhat to check
Asked to sign inThe board may be limited to a team or workspace. Use the account that belongs to it.
Waiting for a verification emailCheck the address and spam folder. Use Resend link if needed.
Link is not availableAsk the facilitator for the current link. It may have been rotated.
Retro is lockedThe facilitator must unlock it before new participants can join.
Retro has endedThe session is closed. Ask the facilitator whether a new session is planned.

Guest verification links expire after 15 minutes. A guest can use Use a different email to correct a mistake.

Select Rotate link in Share to issue a new guest link. The old link stops accepting new joiners. People who already joined keep their session.

Replace the old link wherever your intended participants were using it.

Open Settings → Lock board to stop new participants joining. A Locked label appears in the header. People already on the board can keep working.

Unlock it from the same control. To stop editing for the whole session, end the retro.

Access changes take effect immediately. Restricting a guest board to workspace members can remove guests who are already present.

Explain a planned change first. For a new audience or a different privacy expectation, a separate retro is often easier for everyone to understand.