Inviting your team

Inviting teammates

The fastest way to make ProMan useful is to get your team in it. Invitations live in Settings → Members — there’s a direct link in the dashboard’s right rail during your first week.

Sending an invite

Click Invite member. You’ll see a form with three fields:

1. Email address. The person you’re inviting. One per invite; we don’t do bulk CSV yet — it’s on the roadmap.
2. Role. Admin, Manager, Member, or Viewer. See chapter 3 if you’re unsure.
3. Optional personal note. Rendered in the invitation email. A single sentence works wonders ("Hey Sam, this is the tool we’ll be using for the platform launch.") compared to the generic default.

Click Send invite. We email the recipient a magic link that expires in 72 hours. The link is single-use; accepting it creates their account automatically if they don’t already have one.

Managing pending invites

The Members page has a Pending tab with every unaccepted invite. For each pending invite you can:

• Resend — generates a fresh email, resets the 72-hour window.
• Revoke — invalidates the token immediately. Useful if you fat-fingered the email or the person changed their mind.
• Copy invite link — for when email isn’t reliable (you can paste into Slack or Teams).

Pending invites do not count against your seat limit. Only members who have accepted count.

Seat limits

Each plan has a seat cap:

• Free: 3 seats (including you).
• Plus: 11 seats.
• Pro: 21 seats.
• Max: 101 seats.

If you try to invite beyond your cap you’ll see an upgrade prompt inline. Viewers count as seats, but clients viewing a public dashboard link do not.

Removing a member

Go to Settings → Members, find the person, click the overflow menu, and choose Remove. We:

• Immediately revoke their session.
• Reassign their open tasks to the project manager.
• Keep their historical activity (time logs, comments, approvals) with their name attached, because removing them shouldn’t rewrite history.
• Free up their seat so you can invite someone else.

Changing roles

Same overflow menu, Change role. Owners can promote another admin to owner (transferring ownership). Admins can change anyone but owners. Managers and members can’t change roles at all.

What teammates see when they accept

Your teammate clicks the link, sets a password if needed, and lands on the org’s onboarding. If they were invited at the Viewer or Member level they skip the project-creation steps — we show them the projects they’ve been added to and let them get going.

Next up

People are in. Time to give them something to do. Let’s talk tasks.