Sprintree
Sign inGet started

Team

Members and roles

Choose who can work in a project and change members between editor and viewer access.

Last updated

Give each teammate the right access#

Project members have a role: Owner, Editor or Viewer. Roles belong to a project, so someone can edit one project and only view another.

For a client website, make the delivery team editors and invite the client as a viewer to follow progress.

Role What it is for
Owner Owns the project and manages its members and project access.
Editor Creates and edits work in the project.
Viewer Reads project work without editing it.

Manage project members#

  1. As the owner, open the project's Settings.
  2. Choose Members. You can see existing members and pending invitations.

  1. Use the role selector beside a teammate to choose Editor or Viewer. The change saves when you choose it.
  2. To remove someone, click Remove member on their row and confirm Remove.

Tips and common mistakes#

  • Start with Viewer when someone only needs to follow progress.
  • An invitation is pending until the recipient accepts it. It is not an active membership yet.
  • The owner row does not have the role selector shown for other members.
  • Removing someone ends their membership. For public projects, a person the owner removed needs a new invitation to return as a member.