Inviting Members

Projects are private by default. The only way onto a project is an invitation from an Owner.

Who Can Invite

Owners only. Editors and Viewers can see the member list, but the Invite Member button is Owner-only — same for changing roles or removing members. See Roles & Capabilities for the full capability matrix.

Sending an Invite

From inside the project, open the Members tab and click Invite Member. You'll enter:

• Email address — the person you're inviting.
• Role — Owner, Editor, or Viewer. Default is Editor.

Click send and Contract Analyzer fires off a token-based invite email. The token is a UUID written to the invitations table, scoped to the project and the role you picked.

What the Invitee Sees

The flow branches based on whether the invitee already has a Contract Analyzer account. Contract Analyzer detects this automatically — you don't have to know in advance.

New user — no Contract Analyzer account yet

The invite email links to /signup?token=.... The signup form pre-populates from the invite token, so they don't retype the email.

Once they complete signup and verify their email, the invite is auto-accepted and they land directly in the project. No second "click this link to join" step — it's one flow from invite to workspace.

Existing user — already has an account

The invite email links to login. After they sign in, the new project appears in their Projects list with the role you picked.

If they're already signed in when they click the link, they're dropped straight into the project.

Token Expiry

Invite tokens expire after 7 days. If the invitee sits on the email too long, the token won't work anymore — but the pending invite is still visible in the member list.

TIP

If an invite expired, open the member list, find the pending invite, and click Re-Send — takes one click. A fresh token goes out and the 7-day clock resets.

The Member List

The Members tab shows everyone with access to the project:

• Avatar — profile image or colored initials.
• Display name — what they chose at signup.
• Email — handy for telling two people with the same name apart.
• Role — Owner, Editor, or Viewer.
• Status — accepted (they're in) or pending (invite sent, not yet accepted).

Pending invites stay in the list with a visible status so you can tell who's actually using the project versus who's still sitting on the email.

Changing or Removing a Member

Both are Owner-only.

Change role — open the member row and pick a different role from the dropdown. Viewer → Editor when someone starts doing review work. Editor → Owner to add a co-lead. Changes take effect on the member's next request.

Remove — removes the member from the project. Revokes all access immediately. Their past contributions — overrides they made, files they uploaded — stay in the project. Removal cuts access, not history.

WARNING

Removing a member is immediate. They'll lose access on their next page load. If you want a soft option, demoting to Viewer keeps them in the project as read-only.

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→ For more detail, see Roles & Capabilities.