Member management

Manage team members who have access to the project. Each member has a role specific to that project.

Add a member

1. Go to project Settings
2. Click Members in the sidebar
3. Click Invite a new member
4. Select the agency member who should access the project
5. Choose the role to assign:
   • Owner: full project control, can archive the project
   • Administrator: manages project settings and members
   • Member: works on products, files, and chat
6. Click Add member

Edit a member's permissions

1. Click the dropdown menu to the right of the member
2. Select the new role
3. Changes take effect immediately.

Roles and permissions (team)

Permission	Owner	Administrator	Member
Edit products and files	✅	✅	✅
Add new products	✅	✅	✅
Use chat	✅	✅	✅
Project settings	✅	✅	❌
Manage members	✅	✅	❌
Transfer ownership	✅	❌	❌
Archive project	✅	❌	❌

Roles are hierarchical: an administrator inherits a member's permissions, and an owner inherits an administrator's permissions.

Clients

The Client role gives access to the project's dedicated space: proposed products, shared files, external chat, and annotations on visible files.

Clients are not added via Members: they are invited from the Client settings. See Client sharing.