Members
People get access to Reelspect in two steps: an organization Admin adds them to the organization, and then they are given a role in one or more projects. For what each role can do, see Roles.
Organization members
The organization’s Settings > Members tab lists everyone in the organization with their role (Admin or Member). Every member can see the list; only Admins can change it.
Adding a person
Email invitations are not available yet. When you add someone, you get a setup link and send it to them yourself.
On the Members tab, select Add Person. Enter the person’s email (they sign in with it), a display name and an
organization role (default Member). Optionally tick projects to add them to right away, with a role for each
(default Tester).
- New account: the dialog shows a Setup URL. Send it to the person; it is the only way in. The link is valid for 7 days. Until they finish setup, the list shows Pending Setup with the time left, or Expired.
- Existing account: no link is needed. The person is added to the organization and the projects you picked, and reaches them by signing in as usual. Their existing display name is kept.
If a link has expired, choose Regenerate Link in the member’s ⋯ menu; the old link stops working. The person then sets up their account as described in Getting started.
Changing a role or removing a member
Use Change Role or Remove in the member’s ⋯ menu. You cannot change your own role or remove yourself.
Removing someone from the organization also removes them from all of its projects. Adding them back does not restore their project roles.
Project members
Manage a project’s members on the Members tab of the project’s settings. Project Managers can make changes, including organization Admins who were not given a lower project role (see Roles). Everyone else sees the list only.
- A person must be a member of the organization before they can be added to a project. To bring in someone new, add them to the organization first.
- The default project role is
Tester. - A project always keeps at least one Manager: Reelspect rejects demoting or removing the last one.
- The list shows only people who were added to the project. Organization Admins have the Manager role in every project without appearing in it, and in a public project every organization member can view it.