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):

RoleWhat it means in practice
OwnerSets pricing / billing and has access to all workspace settings.
AdminCan 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

  1. Open the Team page (from Settings / your app navigation).
  2. 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.
  3. Optionally use the pencil icon to rename the current workspace (if available for your account).
  4. Tap Invite at the top right (or the plus icon on narrow screens). The Invite user dialog opens.
  5. The dialog shows the selected workspace name for context. Enter the person’s email address and confirm with OK.
  6. 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.


  1. You receive an email at the address the inviter entered in the app.
  2. 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.
  3. 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).
  4. Already have an account? Sign in and complete acceptance as the link describes.
  5. 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

TopicInviterInvitee
RolesOwner: pricing + all settings · Admin: settings · User: no settings, no delete for contacts/objects/protocolsSame role rules after accepting the invite
WorkspaceSwitcher under the header; optional rename (pencil)After acceptance: pick the workspace in the switcher
New personInviteInvite user dialog → email → OK; role starts as MemberOpen email with link
PendingList shows Pending; Revoke or ResendSign in or register with the same email (see login overview)
Active memberRemove from team or Select role (Member / Admin / Owner)Menus and actions per role
ListPull to refresh