Invite collaborators

The plan can be further edited by inviting users in order to collaborate on it and complete it. There are two methods to invite users:

• External: If the user is registered in the application, then a notification (email or in App) gets sent to him. If not, a registration email is being sent instead.
• Internal: It's a quick way, that we can invite users already associated to other plans we work with as well.

Invite users

For each member, a role on the plan must be defined. There are four different roles:

• Owner: Manage and edit all plan features.
• Viewer: Have only read access.
• Description Contributor: Edit only the descriptions of this plan.
• Reviewer: View the plan without being able to edit it, but create comments.

note

• All the roles can view comments of entire plan
• The collaboration roles we discussed above, can be applied to an entire plan or only to a specific section of it.