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How to add and manage team members

Invite team members to your Programa workspace, change their roles and access levels, and remove team members when needed.

Written by Gail Esterhuyse
Updated over 2 weeks ago

This guide shows you how to add team members to your Programa account, manage their roles and permissions, and remove users when needed so you can collaborate effectively with your team.


Adding team members

  1. Click the dropdown arrow at the top left of your screen, next to your studio's name

  2. Select Settings from the dropdown menu

  3. Click the Team tab

  4. Click Invite

  5. Enter the team member's name and email in the form

  6. Click Invite

Your team member will receive an email invitation to join your Programa organization. They should follow the instructions in the email to register their account.

Note: Once a team member accepts the invitation and completes their account setup, your subscription cost will increase by one seat.


Re-sending invitations

If a team member can't find their invitation email:

  1. Navigate to Settings > Team

  2. Locate the user with a pending invitation (they'll appear slightly transparent in the list)

  3. Click the 3-dot icon next to their name

  4. Select Resend Invite

Independent sign-up

If a team member tries to create a new account without an invitation, Programa will check their email domain. If it matches an existing studio, they'll be prompted to request to join. The studio owner will receive the request for approval.


Accidental account creation

If a team member accidentally creates their own Programa account:

  1. Send them an invitation to your team

  2. When they accept, they'll be deactivated from the duplicate account and added to your main account


Collaborating with external users

Programa doesn't currently support sharing specific projects between separate Programa accounts. To collaborate with someone who has their own Programa account:

  1. Invite them using a different email address than their existing Programa account

  2. They'll join your team as a separate seat, increasing your subscription cost by one seat

This prevents them from being logged out of their own studio when accepting your invitation.


Managing user Roles and Permissions

Programa has three user roles with different permission levels. New team members are automatically assigned as Designers.

Owners

  • Access to the entire Programa account

  • Studio Settings, Billing, Invoicing Settings, and Team Settings

  • All team Time Entries and all Projects

Admins

  • Organization Settings and Team Settings

  • Create & Send Invoices

  • All team Time Entries and all Projects

Editors

  • Personal Settings only

  • Projects they've been assigned to and their personal Time Entries

  • Cannot access private Projects unless explicitly granted permission


Changing a team member's role

  1. Click the dropdown arrow next to your studio's name and select Settings

  2. Click the Team tab

  3. Click the dropdown arrow next to the team member's name

  4. Select the appropriate user role

Important: Only owners can assign roles to other team members.
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To transfer account ownership to another user, go to Settings > Team, click the 3-dot icon next to the team member's name, and select "Transfer ownership."


Removing team members

  1. Click the dropdown arrow next to your studio's name and select Settings

  2. Click the Team tab

  3. Click the 3-dot icon next to the team member's name

  4. Select Remove from team

What happens when you remove a team member?

When you remove a user from your team, their contributions remain intact. You'll still have access to:

  • All of their project input

  • Their time entries

  • Task notes and comments

  • Any other work they've completed

Note: Organization owners cannot be removed. If you need to remove an owner, first transfer account ownership to another team member, then remove them from the team.


Need more help with team management? Contact our support team via live chat for personalized assistance.

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