Inviting & Managing Members
Pro includes unlimited team members. Invite coordinators, assistants, and anyone else from the Team section in your dashboard.
Sending invites
From the Team section in your dashboard, click "Invite Member." Enter their email address and choose a role: Admin, Editor, or Viewer. They'll receive an email with a link to join your team.
The invited person needs to sign up (or sign in) with the same email address the invite was sent to. If they use a different email, they'll see a message asking them to check with their team admin.
Roles explained
- Owner — full control including billing, team settings, and member management
- Admin — can invite/remove members, edit team settings, and create/edit/delete all data
- Editor — can create and edit timelines, clients, vendors, and tasks, but cannot delete or manage members
- Viewer — read-only access to all team data, cannot create or edit anything
Managing members
As owner or admin, you can change a member's role from the member list. Click the role dropdown next to their name and select a new role. You can also remove members — they'll lose access to all team data immediately.
Pending invites show up in a separate section. You can resend or revoke them at any time. Invites expire after 7 days.