Organisations, roles and invites

Organisations

Everything in Proto Tracker (designs, prototypes, history) belongs to an organisation. When you sign up you get your own organisation on the free Personal plan. When you accept an invitation, you join someone else’s.

You can belong to several organisations. Switch between them with the organisation menu at the top of the sidebar, or create a new one there. Each person can own one organisation on the free Personal plan.

Roles

	Viewer	Editor	Admin	Owner
See everything, export QR labels	✓	✓	✓	✓
Create and change designs, prototypes, mods, statuses, locations		✓	✓	✓
Invite people, change roles, remove members			✓	✓
Manage plan and billing, download exports			✓	✓
Delete the organisation, make someone an owner				✓

An organisation always has at least one owner. Viewers are ideal for managers, QA or customers who need to see progress without changing anything. On Business, extra read-only seats cost less than read/write ones.

Inviting people

Inviting people needs the Business plan, which includes 5 people; add seats for more.

1. Go to Organisation settings → Members.
2. Enter their email address, choose a role and click Send invite.
3. They’ll get an email with a link that’s valid for 14 days.

Pending invitations are listed below the members, where you can Resend or Revoke them. Pending invites count towards your plan’s seats.

If the person doesn’t have an account yet, the link takes them to sign-up with their email filled in. They join your organisation straight away and don’t get a separate personal workspace. If they already have an account, they sign in and click Accept invitation.

Changing roles and removing people

Admins can change roles and remove members from Organisation settings → Members. Only owners can make someone an owner or remove an owner.

Leaving an organisation

Go to Organisation settings → General → Leave organisation. If you’re the only owner, make someone else an owner first. The history keeps your email against the changes you made.