If you’re working in a team or have specific projects for clients, involve.me enables you to invite team members to work within your organization account.
Learn to use it interactively:
Team members can be added to selected workspaces within your organization, so you can specifically grant them access to the projects contained within a workspace.
To invite somebody as a team member, open the workspace you want to invite them to and click the + sign which is on the right side of the workspace title.
In the popup you can see whom you are already sharing this workspace with, as well as all pending invitations. To add a new user you simply need to type their email address and choose if you want to invite them as "editor" or "viewer" (more on permissions later). They can be an editor in one workspace of your organization and a viewer in another workspace. You can also withdraw your invitation, remove a user or change the role on this screen.
If the invitee already has an involve.me account, they will receive an email to accept the invitation. If they did not yet create an account with this email, they will be invited to create a new account and after that they can accept the invitation to your workspace. They will see the invitation on the Account page in their account until they accept or decline it.
What is considered as one seat?
You can invite the same users into multiple workspaces of your organization and it will still count as one seat of your usage limits. If you want to free up a seat in your organization you must remove the user from all workspaces they are part of. Please be aware that pending invitations also already take up one seat of the limit until they are declined.
How to purchase seats
You can purchase seats in the Professional or higher plans. The Business plan already has 2 additional team member seats included, so you can have 3 users in your organization (including your owner account). To purchase additional seats for $10/€9/user/month please get in touch with us on the support chat.
The owner has permissions for absolutely all pages and actions in the organization. Invited users (members) are limited to the following (depending on on their permission inside the workspace(s) they're in):
Removing team members
To remove a team member from your workspace(s), open the workspace you want to remove them from and click on the user's icon below the workspace title.
Once the popup opens, click on the permission dropdown menu to the right of the member you want to remove and select "Remove User".
The above steps show how to remove a user from a workspace. If you want to remove a user from your organization in order to free up a seat, then you will need to repeat this process in all the workspaces that contain that user.
Canceling invitations is done in a similar way. Once the popup opens, just click on the permission dropdown menu to the right of the member you invited and select "Withdraw Invitation".