Team users
The Team page in the Protocol App (screen title: “Team”) is where you invite people into a workspace (organization) and manage members. Below: first who sends the invite, then who receives it.
Roles and permissions
Typical workspace roles (labels in the app may be Owner, Admin, Member / User):
| Role | What it means in practice |
|---|---|
| Owner | Sets pricing / billing and has access to all workspace settings. |
| Admin | Can change workspace settings. Pricing and full owner-only controls stay with the owner. |
| User (often Member) | No access to workspace settings. No delete actions for contacts, objects, and protocols — you work with existing data without those admin options. |
The menus and buttons you see depend on your role. If something is missing, you usually need an admin or owner on your team.
As an admin or team lead: add a user
- Open the Team page (from Settings / your app navigation).
- Pick a workspace: Below the header there is a workspace switcher (select control with a server icon). It lists every workspace you belong to. Choose the workspace you want to invite someone into—the member list and invitations always refer to that workspace.
- Optionally use the pencil icon to rename the current workspace (if available for your account).
- Tap Invite at the top right (or the plus icon on narrow screens). The Invite user dialog opens.
- The dialog shows the selected workspace name for context. Enter the person’s email address and confirm with OK.
- The app triggers the invitation on the server (email with an acceptance link). Until they accept, they appear in the list with status Pending (badge for invited / pending).
Note: Invites from this dialog use the Member role. Admin or Owner are not chosen here; they are applied later for active members via the row actions (see below).
Refresh the list
- Pull down on the list (pull-to-refresh) to reload from the server.
Actions on a list row
Tap a row (avatar, name, email, badge) to open a menu:
If status is pending (invitation not accepted yet):
- Revoke invitation – cancels the invite; the link should no longer work.
- Resend invitation – sends the invitation email again (same email, same workspace).
If the member is active (not pending):
- Remove from team – removes that user from the currently selected workspace.
- Select role – choose Member, Admin, or Owner. Owner transfers ownership to that user; the previous owner is typically demoted to Admin (exact rules are enforced by the backend).
Use Cancel to close the menu without acting.
As an invitee: email and link
- You receive an email at the address the inviter entered in the app.
- Open the email and tap the invitation link (or follow the instructions in the message). That takes you into the deep.rent / Protocol App sign-in or sign-up flow.
- No account yet? Register using the same email the invitation was sent to (see Registration and login: magic link on web, OTP in the app).
- Already have an account? Sign in and complete acceptance as the link describes.
- After acceptance you belong to that workspace. Your role (User/Member, Admin, or Owner) controls whether you can use settings, deletes, and billing — see Roles and permissions above.
Multiple workspaces
- If you belong to several organizations, pick the correct workspace in the Team view (or workspace switcher) before managing members or using that org’s data.
If something goes wrong
- Check spam and that the email was typed without typos.
- Ask the inviter to use Resend invitation or send a new invite if the link expired.
Quick comparison
| Topic | Inviter | Invitee |
|---|---|---|
| Roles | Owner: pricing + all settings · Admin: settings · User: no settings, no delete for contacts/objects/protocols | Same role rules after accepting the invite |
| Workspace | Switcher under the header; optional rename (pencil) | After acceptance: pick the workspace in the switcher |
| New person | Invite → Invite user dialog → email → OK; role starts as Member | Open email with link |
| Pending | List shows Pending; Revoke or Resend | Sign in or register with the same email (see login overview) |
| Active member | Remove from team or Select role (Member / Admin / Owner) | Menus and actions per role |
| List | Pull to refresh | — |