Inviting your team to Studio

Your team works in Studio as members of a project or of a whole space. Each person has a role that decides what they can do. If the person is a client or an outsider who only needs to review, a guest link may suit you better, and it doesn't need an account.

Before you start

• Only the Owner can add, change or remove people. If you don't see the controls, ask the space owner to do it or to transfer ownership to you.
• Each person signs in with their own Polimake account, the same one they use on polimake.com.

Add someone to a project

1. Open the project.
2. In the header, click the team faces. The Share panel opens. You can also go to the project's gear icon, Team section.
3. Press Add by email and type their email.
4. Choose their role: Editor, Commenter or Viewer.
5. Press Invite.

The person gets access as soon as they sign in to Studio with that email. Let them know yourself and send them the project link so they can sign in.

What each role can do

• Editor: create, edit, change status, publish and share content, manage files and change the project settings.
• Commenter: view, comment, tag and resolve comments, but not edit or approve.
• Viewer: view only.
• Owner: all of the above, plus managing people, archiving, duplicating, moving or deleting the project, and transferring the space.

The Owner role isn't chosen when you add someone: it comes from the space and only changes with Transfer ownership. See Roles and permissions for details.

Add someone to a whole space

If someone needs to be in every project in a space, add them to the space instead of project by project:

1. In the top bar, open the space switcher and choose the space.
2. On the space page, go to Members.
3. Press Add by email, type their email and choose their role: Editor or Viewer.
4. Press Invite.

They'll be added to every project in that space with that role.

Change someone's role or remove them

In the member list (Share panel, Team section or the space's Members):

• To change the role, pick another one in the selector next to their name.
• To remove their access, press Remove from project (or Remove member) and confirm. They'll lose access to that project; if you remove them from the space, to all of its projects.

Transfer ownership

If someone else needs to take over the space:

1. Go to the space's Members.
2. Next to the person, choose Transfer ownership.
3. Confirm with Transfer.

The new owner will have full control of the space and you'll become an Editor.

Frequently asked questions

Does the person get an invitation email?

Don't count on it. Let them know yourself and tell them to sign in to Studio with the same email you used to add them: as soon as they sign in, they'll see the project.

What's the difference between a member and a guest?

A member signs in with their account and sees the project permanently with their role. A guest gets in with a temporary link, without an account, and only sees what the link allows. See Links for clients.

Why can't I see the option to add people?

Because only the Owner can manage people. If you're an Editor, ask the owner to add whoever you need.