Team member, collaborator or share link?
Team members belong to your team. You set their role in the team and in each workspace.
Collaborators are external people, for example clients. They get access to a single workspace and see all its projects in one place, including new ones.
A share link covers a single project and suits one-off shares. See Share projects.
Invite a team member
Open the team menu at the top and choose Team Members.
Under Invite User to Team, enter the email address, choose the role and click Send Invite.
The person receives an invitation. In moodcase, the team appears in the bar on the left, where they accept the invitation.
Give access to a workspace
Team members only see a workspace once you give them a role there.
In the workspace, open the three-dot menu and choose Workspace Members.
Switch to the Team Members tab. New members have no access yet.
Under Workspace, choose the role, and under Projects, what the person can do in this workspace's projects.
Invite a collaborator
In the workspace, open the three-dot menu, choose Workspace Members and the Collaborators tab.
Under Invite Collaborator to Workspace, enter the email address.
Choose a preset, for example View only, Download, Client Selection, Review or Full Access, and click Send Invite.
The person receives an email with an invitation link. When they open it for the first time, they set a password, which creates their moodcase account. They then see all projects of the workspace in one place. New projects in the workspace appear automatically.
Roles in detail
What each role and preset allows is described in Roles and permissions in moodcase.