Team, roles, handoff

Four roles, invitations as links, a library, and a clean handoff to the client.

Roles

  • Owner — everything; cannot be removed.
  • Admin — everything, including members and deleting projects.
  • Designer — projects, stores, overrides, sending and downloading themes.
  • Client — one project only: preview and approve.

Roles are set under Workspace members in the sidebar: invite someone, change what a role can do, or remove a member. The owner and admins can open it.

Invitations

Invitations are links you pass on. A client invitation carries the project it is scoped to.

Library

Save any project's current design to the workspace library; it becomes a starting point for new projects. Recipes and systems from the Pattern Book can be saved there too.

Handoff

Hand a project to the client: it moves to their workspace with its stores, and you keep a copy of the design in your library. Nothing moves until they accept the link; until then the project stays with you and you keep working on it.