Invite someone
- Open Team and click Invite member (also in the + menu and the studio menu at the top of the sidebar).
- Type their name and e-mail, choose the role and click Send invite.
- They get an e-mail, create their login and land in your studio.
Only the owner and admins can invite. If your plan has no free seat, gridOS offers to add one.
The roles
- Owner: everything, including the plan. There's one owner; ownership can be transferred in My account.
- Admin: everything except the plan, including company settings and Overview.
- Member: creates and edits the work. Doesn't invite people; in company settings sees only the company details (without editing), contracts, scheduling and forms.
- Viewer: sees, doesn't change. Can still chat.
- Freelancer: sees only the projects you tick for them (or where they have a task), and those projects' clients. No payments, proposals, budgets or pipeline.
Turn areas off for one person
Open the person in Team. Under Access, switch off what they shouldn't see, such as Finances. Projects and tasks are always on.
When a teammate asks to join
On the sign-up screen, a teammate can choose to ask to join. You get it in the bell, and it's listed under Requests to join on the Team page.
- Invite sends them an invitation as a member. You can change the role afterwards.
- Ignore dismisses the request, with Undo.