Invite your team
Send invitations, choose a role for each person, and understand how organizations keep access separate.
Invite people by email from Settings > Organization > People. Each person joins with a role, and the role decides what they can do in your organization.
Before you start
Section titled “Before you start”You need permission to manage members. Owners have it. An owner can give it to other roles at Settings > Organization > Roles and permissions.
Send an invitation
Section titled “Send an invitation”- Go to Settings > Organization > People.
- Under Invite someone, enter the Email address.
- Choose a Role.
- Select Send invitation.
The person gets an email with a link that works for 7 days. Until they accept, they appear under Waiting to join. From there you can Send again or Cancel invitation. Canceling stops the link working at once.
You cannot invite someone straight in as an owner. Once they have joined, an owner can change their role on the same page.
Roles at a glance
Section titled “Roles at a glance”| Role | Usually can |
|---|---|
| Owner | Everything, including roles and organization settings. |
| Executive | See and manage most work across the organization. |
| Team lead | Run projects, standups and their team’s work. |
| Team member | Work on tasks in the projects they can see. |
| Client (read & comment) | Read and comment on the projects shared with them. |
These are the defaults. Owners can change what each role may do, or create new roles, at Settings > Organization > Roles and permissions. For details, see Security and admin.
Organizations keep access separate
Section titled “Organizations keep access separate”Everything in ProjectBrain belongs to one organization: projects, roles and settings. A person can belong to more than one organization. A role in one organization grants nothing in another. Being an owner in one does not let you see anything in the other.
Removing someone
Section titled “Removing someone”On Settings > Organization > People, select Remove next to the person. They lose their roles, project access and AI connections in this organization at once.
Related pages
Section titled “Related pages”- Create your first project
- Glossary, for role vs permission and organization structure