Inviting Team Members & Managing Roles

Inviting Members to Your Organization

Organization administrators can invite internal colleagues to collaborate across projects:

1. Open Settings → Team (/settings/team) from the main navigation.
2. Ensure the Members tab is active and click Invite Member.
3. Enter the invitee's corporate email address.
4. Select their Organization Role:

• Owner: Full authority over organization settings, project deletion, billing methods, and team administration (exactly one per organization).
• Admin: Can invite/remove members, manage organization settings, and access all organization projects.
• Member: Standard team member. Can view assigned projects and participate in reviews and audits.

1. Click Send Invitation. The colleague will receive an invitation email and automatically join the organization upon authenticating.

Permission Presets

When configuring members in Settings → Team, you can assign permission presets:

• Internal: Standard internal employee preset. Grants general organization visibility and allows joining open team projects.
• External Client: Restricted preset with zero default project access. Useful for long-term client contacts who must only see projects they are explicitly invited to.