Inviting Members and Setting Roles

Bring the right people into a project by inviting them and giving each person the access level that fits how they will use the feedback. Roles control what someone can see and do — from a client who reviews their own notes to an admin who manages the whole board.

Sending an Invite

Open the project, go to Members, and add the person you want to include. As the project owner you control who joins and what they can do.

1.Enter the email address of the person you want to invite.

2.Choose their access level: teammate, client or admin.

3.Set their comment visibility — whether they see only their own comments or all comments on the project.

4.For video-review projects, grant access to specific videos if needed.

5.Send the invite. The person receives an email and appears in your members list once they join.

What Each Role Can Do

Pick the role that matches how someone will work in the project. You can change a member's role later from the Members list.

Role	What they can do
Admin	Sees all comments, changes status and resolves any of them, manages members, and responds to access requests.
Teammate	Views all comments, leaves feedback, works tickets (in progress and completed), assigns owners, adds labels, tags and due dates, and replies with proof of fix.
Client	Leaves feedback pins and notes, sees only their own comments by default, and confirms feedback as resolved or reopens it. Can reply, vote and react.

Choosing Comment Visibility

Alongside a role, each member has a comment visibility setting that decides how much of the board they see:

•Own — the member sees only the comments they created. This keeps clients focused on their own feedback without exposing everyone else's.

•All — the member sees every comment on the project, useful for teammates and admins who collaborate on the full list.

Clients typically work best on "own" visibility, while teammates and admins need "all" to coordinate. You can adjust this per member independently of their role.

Handling Access Requests

When someone requests access to a project instead of being invited directly, they appear as pending. Owners and admins can approve or decline the request and, on approval, choose the access level and comment visibility to grant. You'll see a notification when a new request comes in.

Granting Access to Specific Videos

For video-review projects, you can limit a member to only the clips they need. Grant per-video access when inviting, so reviewers see just the videos relevant to their work rather than the entire project library.

Related topics: Feedback Access and Open Projects, Tracking Feedback to Done, Video Review.