Inviting your team

Inviting teammates by email from the console, and the steps the invited person follows to get to the project.

Everyone on your team works with their own account: the history shows who submitted what by name, and permissions are given per person. You invite your teammates by email from the console; the invited person opens their own account and chooses their own password. Sending invitations requires the Owner or Admin role in the studio.

Sending an invitation

1. In the console, go to Team in the left menu and click Invite member.
2. Type the person's address in Email.
3. Also create a PVersion client account is ticked; leave it ticked. The person then gets their account on the studio's servers with one click at their first sign-in and can connect with the app.
4. Choose the role in Role: Developer for most team members. The difference between Admin and Owner is explained on Team and permissions. Only owners can invite someone as Owner.
5. Click Create invite link.

An invitation email goes to the person; the link is valid for 7 days. Until they accept, they appear in the Team list as "invite pending". If you change your mind, Cancel on that row withdraws the invitation.

Users in your plan

Everyone who has an account on the studio's server counts as one user in your plan. If all the users in your plan are taken, the invitation still goes out, but the new person's server account cannot be created, and the console says so. The studio owner can buy more users with Add user on the Subscription page; extra users are charged for the remaining days of the current period. For how many users each plan includes, see Plans.

What the invited person does

You can forward this section to your teammate.

1. Accept the invitation. Open the link in the email. The Accept invitation page says which studio you are invited to and with which role. Enter your Full name and a Password of at least 10 characters, then click Accept and sign in. If you already have a PVersion account with this email, only your existing password is asked for.
2. Open your server account. When the console opens, if a bar at the top says your PVersion client account is waiting to be set up, click Create my PVersion client account. The window that opens lists your accounts; you don't need to note the temporary password there, just click I've saved it. If there is no bar, open Connect from the left menu; if the card shows Open my account, click it.
3. Set your password. On the Connect page, fill in New password and Repeat, then click Save password. The password must be at least 8 characters and contain at least two of: upper-case letters, lower-case letters and digits. The app asks for this password once when it downloads the project.
4. Install and connect the app. Download and install the desktop app, click Connect, and Confirm the code on the page that opens in your browser: Installing the app.
5. Set up the project. In the app, choose the project, check the Project folder, type your password if asked, and click Set up and download project: Your first project.

When the download is done, everything the team has submitted is on your computer. From then on, you start each day with Update and open.

Is everyone connected?

The Team page has two more sections for admins:

• Desktop apps: the computers on the team using the PVersion app; who, which version, and when it was last seen. A green dot means the app is open right now. A computer running an older version is marked in yellow.
• Activity log: who did what in the console, and when; including invitations, role changes and passwords being set.

If the person you invited appears in the Desktop apps list, they have installed the app and signed in.

If something goes wrong

• "Invitation not found": the link has been used, has expired or was copied incompletely. Ask for a new invitation.
• The invitation email did not arrive: check the spam folder. If it is not there, the person who invited you can remove the invitation with Cancel and send it again.
• The project does not show in the app: check on the console's Connect page that your server account is open, then click Refresh in the app.