Inviting Team Members

Collaborate with your team on Palett projects by inviting colleagues with appropriate permissions. Whether you're a small studio or large firm, team collaboration keeps everyone aligned and productive.

Inviting Your First Team Member

Step 1: Access Project Settings

Open the project you want to share
Click the gear icon (Settings) in project header
Go to "Members" tab

Step 2: Send Invitation

Click "Invite Member" or "+ Add"
Enter email address of teammate
Choose role (see Roles & Permissions)
- Admin
- Creator
- Editor
- Viewer
(Optional) Add personal message
Click "Send Invite"

Step 3: They Accept

Teammate receives email with invitation link
They click "Accept Invitation"
If they don't have Palett account: Prompted to sign up (free)
If they have account: Project appears in their dashboard immediately
Done! They can now access the project

Team Member Roles

Quick Reference

Role	View	Edit	Delete	Manage Members	Generate AI
Admin	✅	✅	✅	✅	✅
Creator	✅	✅	✅	❌	✅
Editor	✅	✅	❌	❌	✅
Viewer	✅	❌	❌	❌	❌

See Roles & Permissions for complete details.

Choosing the Right Role

Admin: Project managers, team leads

Full control including member management
Can delete project
Use sparingly (1-2 per project)

Creator: Senior designers, project owners

Can create and delete content
Can't manage members
Most trusted team members

Editor: Team members, collaborators

Can add materials, edit boards
Can't delete boards or remove materials
Most common role for active contributors

Viewer: Consultants, reviewers, stakeholders

Read-only access
Can view and comment
Perfect for external reviewers

Managing Team Members

Viewing Team

See all project members:

Project Settings → Members tab
View list with:
- Name and email
- Role
- Date added
- Last active

Changing Roles

Promote or restrict permissions:

Find member in Members list
Click role dropdown
Select new role
Changes take effect immediately

Common scenarios:

Junior designer proves themselves → Editor to Creator
Project handoff → Transfer Admin role
External consultant completes work → Creator to Viewer

Removing Members

Remove access to project:

Find member in Members list
Click "Remove" (⋯ menu)
Confirm removal
They lose access immediately
They can still access other projects they're on

Note: Removing doesn't delete their account, only removes from this project

Transferring Ownership

Make someone else the project owner:

You must be Admin
Members → Find new owner
Change their role to Admin
(Optional) Change your role to Creator/Editor
New Admin now has full control

Use when:

Handing off project to another team lead
Leaving company but project continues
Client taking over project management

Team Collaboration Features

Real-Time Updates

Everyone sees changes instantly:

Materials added to boards
Notes and comments
Status changes
Board reorganization

Live presence indicators:

See who's viewing same board (avatars)
See who's editing (cursor indicators)
No conflicts or overwrites

Comments & @-Mentions

Communicate within context:

Click material or board
Add comment
@-mention teammate to notify them
They receive in-app notification + email

Example:

"@sarah What do you think about this tile for the bathroom?"

Sarah gets notified and can respond directly on the material.

Activity Feed

Track team actions:

Project Settings → Activity tab
See timeline of changes:
- Who added/removed materials
- Who created/modified boards
- Who commented on items
- When status changed

Use for:

Understanding project evolution
Accountability
Catching up after time away

Invitation Management

Pending Invitations

Track who hasn't accepted yet:

Project Settings → Members → Pending Invitations
See:
- Email sent to
- Date invited
- Status (sent, viewed, accepted)

Resending Invitations

If teammate didn't receive email:

Find invitation in Pending list
Click "Resend"
New email sent immediately

Or: Copy invitation link and send via Slack/text

Canceling Invitations

Revoke invitation before acceptance:

Pending Invitations → Find invitation
Click "Cancel"
Link becomes invalid

Use when:

Sent to wrong email
Plans changed
No longer need their help

Best Practices

1. Invite Early

Don't wait until you need input:

Add team members at project start
They see evolution from beginning
Catch issues early
Build shared understanding

2. Use Least Privilege

Start restrictive, expand as needed:

New members → Viewer or Editor
Prove trustworthy → Creator
Project leads only → Admin

Why: Prevents accidental deletions, maintains organization

3. Regular Audit

Review members quarterly:

Remove people who left company
Adjust roles for people whose involvement changed
Archive projects when team completes work

4. Clear Role Expectations

Document what each role should do:

Project README (in notes):

Admin: Sarah (project lead)
- Final decision maker
- Client communication

Creators: Mike, Lisa
- Material research and selection
- Board creation

Editors: Team members
- Add materials from research
- Comment and discuss

Viewers: Client contacts
- Review selections
- Provide feedback

5. Use @-Mentions Liberally

Keep communication in context:

Don't email or Slack about specific materials
Comment directly on the material
@-mention relevant people
Everyone has full context

Team Accounts vs. Project Members

Understanding the Difference

Team Account (Team workspace):

Your company's Palett subscription
Multiple projects under one account
Billing managed centrally
Members have access to account-level features

Project Members (Project collaborators):

Invited to specific projects
Don't need to be on your team account
Can be external consultants, clients, contractors
Each project has its own member list

Example structure:

Smith Design Studio (Team Account)
├── Members: Sarah, Mike, Lisa, Tom
├── Project 1: Office Redesign
│   └── Members: Sarah (admin), Mike (creator), External Architect (viewer)
├── Project 2: Restaurant
│   └── Members: Lisa (admin), Tom (creator), Client (viewer)
└── Project 3: Hotel
    └── Members: Sarah (admin), Everyone (editors)

Inviting External Collaborators

Anyone can be invited to projects:

✅ People on your team account
✅ People on other Palett accounts
✅ People with free Palett accounts
✅ People without Palett accounts (they'll sign up for free)

They don't pay: Project access is free for members

You pay: Project counts toward your plan's project limit

Troubleshooting

"Team member didn't receive invitation"

Check:

Spam/junk folder
Email address spelled correctly
Corporate email blocking (IT firewall)

Solutions:

Resend invitation
Copy invitation link and send via Slack
Have them check spam settings

"Can't add more members"

Cause: Hit plan limit

Limits by plan:

Free: 5 projects, unlimited members per project
Professional: Unlimited projects, unlimited members
Studio: Unlimited projects, unlimited members
Agency: Unlimited projects, unlimited members

Solution: Upgrade plan if on Free tier

"Member has wrong permissions"

Common issue: Added as Viewer instead of Editor

Solution:

Project Settings → Members
Find member → Change role
Takes effect immediately

"Removed member can still see project"

Causes:

They're on another browser/device (cache)
They were invited to account, not just project