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Project

Overview​

Project management lets you collaborate with colleagues. Invite project members, assign roles, and control access to templates and settings.

Roles​

Owner​

  • Full access to all features
  • Manage billing and subscription
  • Delete project
  • Cannot be removed

Admin​

  • Manage project members
  • Create and edit all templates
  • Access all settings
  • Cannot manage billing

Member​

  • Create and edit own templates
  • View shared templates
  • Generate documents
  • Limited settings access

Viewer​

  • View templates and documents (read-only)
  • Cannot create or edit templates
  • Cannot generate documents
  • No edit permissions

Inviting Members​

  1. Click Invite Members
  2. Enter email addresses (one per line or comma-separated)
  3. Select a role
  4. Click Send Invitations

Invitees receive an email with a link to join your project.

Managing Members​

Change Role​

  1. Find the member in the list
  2. Click the role dropdown
  3. Select new role
  4. Confirm change

Remove Member​

  1. Click the remove button
  2. Confirm removal
  3. Member loses access immediately

Pending Invitations​

  • View all pending invites
  • Resend invitation emails
  • Cancel pending invitations

Project Settings​

  • Project Name - Display name for your project
  • Project Slug - URL-friendly identifier
  • Default Role - Role for new members

Best Practices​

  • Use least-privilege principle
  • Review members periodically
  • Remove inactive members
  • Document role assignments
  • Use Admin role sparingly