How to Invite Your Team and Collaborate

1. Where to invite teammates

• From the sidebar, go to Settings → Team

• Click Invite User

• Enter your teammate’s email address

• Select their seat type

💡 Only paid accounts can invite additional members. Free accounts are single-user only.

2. Roles and permissions

When sending an invite, you’ll assign a role:

• Admin — manage billing, settings, and member access

• Full — utilize AI features, create and edit projects, upload files, collaborate on drafts

• Collaborator — no AI features, create and edit projects, upload files, collaborate on drafts

  • 💡Collaborator seats cost 25% of a full seat price

• Viewer — view content and comment, but cannot edit

  • 💡Viewer seats are free

💡 You can update a member’s role anytime from the Members page.

3. How invitations work

• Invited teammates receive an email with a join link

• They must complete a short onboarding to create their account

• Once accepted, they’ll appear under your Settings → Team list

• Pending invites can be resent or canceled at any time

4. Managing members

• Use the Team section to:

  • Remove users who no longer need access

  • Change roles (e.g., Viewer → Editor)

  • See when each member last logged in

💡 Keeping your member list current helps avoid confusion and protects sensitive information.

5. Best practices

• Invite colleagues who directly contribute to proposals (program staff, finance leads, development team)

• Start small — add only the core team before expanding

• Use Viewer roles for stakeholders who only need visibility into progress

• Avoid “guest chaining” (creating multiple free accounts to work around member limits). Paid roles ensure smooth collaboration and full feature access.

✅ Key takeaway: Inviting your team turns Grantable from a single-user tool into a collaborative workspace. Assign roles thoughtfully so everyone has the right level of access.