Some time you might have a client team member who will not be using Pie at all but you still want to track that person's activities in a Pie project. Let's say Sara Livingston is a client team member. There are no plans for her to get her own Pie account and log in as a user for your project. You do assign her some work, but all of that is discussed the old fashioned way through emails. You want to keep track of her tasks.
In Pie, you can set up a placeholder user for this scenario where you can treat her like a regular user in Pie without her getting any notices about Pie. You can assign her to your workspace, projects, and tasks. She will show up on your reports just like a regular account user.
Adding a placeholder user with @example.invalid email
- Start with the steps on adding (assigning) a person or a team member to your workspace or project.
- When you enter the user's email, use "@example.invalid" as the email's domain. For example, If the user's name is Sara Livingston, then set it up as "sara.livingston@example.invalid". It really doesn't matter what you user for the name before the @ sign, but it's good practice to keep it clear and related to the intended person.
- Submit this new user. There will be no email sent. In the project and workspace you will see the orange word "(invited)" to the right of the name in a user list. For example, in the test screenshot below we have five team members. The fifth one named "Jet Raine' who's assigned to the role "Spy" has the text "(invited) to indicate this person was added, invited, but have not yet accepted the invitation and logged into Pie. Remember, for the "@example.invalid" email members, there never will be an invite acceptance. Therefore, these will always show the "(invited)" orange indicator.
- This placeholder (fake) person can now be assigned to roles, tasks, projects, etc. and treated like a regular user. If this is a real person, just remember, they will never log into Pie unless if you change their email to their real email, and the resubmit the invite so they can accept it.
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