Team and roles
Invite people to a project, choose what each person can do, and manage seats, roles and who stays on the project.
Les articles d’aide sont pour l’instant en anglais. Le reste de RenovU est dans votre langue.
A project can have more people on it than you. You invite them by email, give each one a role, and they work in the same project from their own account. Everything about who's on a project is on its Members tab.
Where to find it#
Open a project and choose the Members tab. Everyone on the project can see who's there. Only the owner and admins can invite people, change roles or remove anyone.
The page has three parts:
- People with access: everyone on the project, with their role
- Invitations: invitations sent but not yet accepted (owners and admins only)
- People without accounts: names you've assigned tasks to who don't use RenovU
Roles#
- Owner: everything, including deleting the project. There's one owner per project.
- Admin: everything except deleting the project. Admins manage members, settings and budgets.
- Contributor: adds, edits and completes any task, adds notes, logs time and expenses, uploads photos and sees the money. Can't change project settings, set budgets or manage members.
- Assigned only: sees the project and works on the tasks assigned to them: progress, notes, photos, time and expenses on those tasks. Sees only the expenses on their own tasks.
- Viewer: sees the project, including budgets, expenses and reports, but can't change anything.
Owners and admins can also fine-tune what one person can do with Custom permissions.
Seats and plans#
Each person you invite uses a collaborator seat on that project, and so does each open invitation. The owner doesn't use one. Seats come from the project owner's plan, whoever sends the invitation. By default:
- Free: no collaborator seats
- Premium: 5 seats per project
- Professional: 15 seats per project
The people you invite don't need a paid plan. Inside your project they get what your plan includes. See Pricing for the current limits.
Guides pratiques
- Invite someone to a projectSend an email invitation with a role, and keep track of it until it's accepted.
- Accept an invitationJoin a project from the invitation email, whether or not you already have a RenovU account.
- Change someone's roleMove a member to a different role, and undo it if you picked the wrong one.
- Fine-tune what one person can doUse Custom permissions to give one member more or less than their role allows.
- Remove someone from a projectTake away a member's access and decide what happens to their unfinished tasks.
- Leave a projectRemove yourself from a project you were invited to.
Questions
What counts as a collaborator seat?
Everyone on the project except the owner uses a seat, whatever their role, Viewers included. So does every open invitation. Names you assign tasks to without inviting them don't use a seat. The Members tab shows how many seats are used, invitations included, out of the owner's plan's limit.
Why can't I invite anyone?
Seats come from the project owner's plan. On Free there are no collaborator seats, so the Members tab says the owner's plan doesn't include collaborators. Premium includes 5 seats per project and Professional 15, by default. If the seats are all used, remove someone or revoke an invitation first. You also need to be the owner or an admin to invite. See Pricing for the current limits.
Do the people I invite need a paid plan?
No. Features and limits inside a project follow the project owner's plan, whoever is using them. Someone on Free who joins a Professional owner's project gets Professional features there. Their own plan only matters for things that belong to their account, such as how many projects they can start themselves.
Can Viewers see the budget and expenses?
Yes, by default. Owners, admins, contributors and viewers can all see budgets, expenses and reports. Assigned only members see just the expenses on their own tasks. To change this for one person, set See money in their custom permissions.
What does "No seat: view only" mean next to someone's name?
The project's owner moved to a plan with fewer seats than the project uses, so that person can only view the project for now. They keep their role, and get it back when there's a seat again, for example when the owner upgrades or gives them one of the seats. The owner chooses who keeps a seat in Settings, under Billing. See Plans and billing.
My invitation link has expired. What now?
Invitations work for 14 days. Ask whoever invited you to select Resend on the project's Members tab. You'll get a new link that works for another 14 days.
Can I accept an invitation with a different email address?
Yes. Anyone who is signed in to RenovU and has the link can accept it, whatever address their account uses. If you're creating a new account to join, sign up with the address the invitation was sent to.
How do I leave a project I own?
The owner can't leave. Hand the project to another member first with Make owner in the More menu (⋯) beside their name on the Members tab. Once they accept, you stay on as an Admin and can then leave the project. See Projects and rooms for more on transfers.
À lire aussi
- Projects and roomsCreate and set up projects, organise them into rooms, and archive, delete or hand over a project you no longer need.
- Plans and billingWhat Free, Premium and Professional include, what they cost, and how to upgrade, change plan, cancel and find your invoices.
- NotificationsSee what's changed on your projects in the app, by email or as browser notifications, and choose what you're told about.