Invite a teammate and set a role
Invite a teammate by email and choose Admin, Member, or Viewer.
Who it is for
This is for a workspace owner or admin who needs another person inside Rehabfolio. Teammates sign in with their own account. They are separate from contractors, lenders, investors, and tenants, who use a portal and do not take a seat.
Use Admin for someone who should manage settings and send invites. Use Member for someone who should edit deals. Use Viewer for someone who should only look. You cannot invite a second Owner from this form.
Before you start
- Plan: Free ($0, 1 user, 2 active projects) and Solo ($69/month, 1 user, 50 projects) cannot add a second person. Team is $179/month, 5 users, 100 projects. Business is $349/month, unlimited users and projects.
- Role: workspace Owner or Admin. Members and Viewers cannot open User Management.
- Your email is confirmed. Active members and pending invites both count toward the seat limit.
- The teammate's email. They are not already an active member.
Steps
Open User Management
In the left sidebar, click Settings. In the settings menu, click User Management. The page title is User management, with the detail "Invite teammates, review active members, and control workspace-level roles."
Send the invite
In the email box, type the address, for example [email protected]. Open the role menu and choose Admin, Member, or Viewer. Click Invite user.
You should see "Invitation created (email sent when SMTP is configured)." The invite link is shown once, with Copy. Re-invite to rotate it. The pending list shows the email, the role, and Expires seven days out.
Have them accept
They open `/invite/` plus the token, or the email when mail is configured. The same address must be the one that accepts. Walk them through accept a workspace invite. After they join, their row appears under active members with a joined date.
Change a role later
Only the Owner can use the role menu beside a member's name. Choose Admin, Member, or Viewer. You should see "Member role updated." The Owner row stays locked. Admins can invite people, but the role menus beside existing members stay disabled for them.
What the fields mean
The email is the address that receives the invite and must sign in to accept it. The role is stored as admin, member, or viewer. Admin can manage settings and send invites. Member can edit project data, unless a project assignment narrows that. Viewer can open the workspace and cannot save changes.
The pending date is seven days after Invite user. Re-inviting the same address replaces the token. The × revokes a pending invite ("Invitation revoked"). Removing a member asks "Remove [name] from this workspace?" and is Owner-only.
Tips and troubleshooting
- "Free and Solo are single-seat. Upgrade to Team to invite teammates." Team is 5 users. Business is unlimited. See compare plans on the pricing page.
- "That person is already on the team." Change their role instead of inviting again.
- "Confirm your email first. Check your inbox for the verification link, then try again."
- "Your role doesn't allow that action. Ask an owner or admin." A Member or Viewer opened an invite or another owner action.
- "That invite was sent to a different email address." They signed in with a different inbox than the one on the invite.
- "That invite has expired. Ask for a new invitation." Send a new invite. The old link will not work after seven days.
- "That invite is no longer available." It was revoked, already used, or the token does not match.
- "This account already belongs to a workspace." The person needs an account that is not already a member of another Rehabfolio workspace.
- "The owner role cannot be changed that way." The Owner row cannot be switched to Admin, Member, or Viewer from this menu.
What to do next
After they accept, decide which properties they should see. Assign people to a project turns on the Assigned checkbox and can set access to All features or Limited. Read know what a member can open before you pick Viewer for someone who still needs to edit tasks.
If the seat message appears, start a paid plan on Team or Business, then return to User Management and invite again.
Next step
Continue with Add a contractor or vendor.