Business administration
Invite and manage project teammates
Give a teammate editor access to the intended project.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/team
1. Open Project team
Choose Project team under Team & automation. Review Project members.
Expected result: The current membership list is displayed.
Confirm it worked: Confirm the selected project and your ownership.
2. Invite an editor
Click Invite editor. In Invite an editor, enter the teammate’s intended email and use Send invitation.
Expected result: A pending invitation is recorded and delivered through the configured email service.
Confirm it worked: Check Pending invitations for the exact address.
3. Check acceptance
After the teammate accepts, revisit Members and pending invitations.
Expected result: The accepted teammate appears as an editor with the appropriate project access.
Confirm it worked: Ask them to verify the project they joined; they do not receive ownership of other projects.
4. Review membership actions
Use the available member/invitation actions only after reading the target identity. If transferring ownership, review Confirm transfer carefully.
Expected result: The chosen membership change is applied within its permission rules.
Confirm it worked: Reload and confirm the current owner, editor list and invitation state.
Troubleshooting and alternatives
An invitation is project-specific. Expired or revoked invitations must not be reused; send a fresh valid invitation when appropriate.
Ownership transfer has broader consequences than inviting an editor. Check the recipient and resulting privileges before confirmation.