How to invite someone to a project and to the visual board

Access to the visual board is granted through the project team. The owner creates the invitation; the member needs their own account with the email you specify.

Learn more: Help · Features.

Reviewed: 2026-10-19

How to use it

Open the project. The owner clicks «Invite the client» in the «⋯» menu («More project actions») at the top of the «Overview», on the «Team» card, on the «What's next» card, or in the «For the client» step on the «Client in the project» card. The «Invite the client» panel opens, as in «Show the client»: enter «Client's email», keep «The client views and comments» and click «Create invitation». From the «Projects» list it opens with «⋯» on the project card → «Invite the client». The «Team and access» window with the «Invite a participant» form (any permissions, a profession, only chosen variants) opens from the team avatars in the header, from «Team and access» in «⋯» and from the button of the same name on the «Team» card. On the «Idea board» click «Team» in the top row; on a phone and a tablet this button is in the board menu «⋯».
In the invitation form, enter the person's email and choose the access: «Editing», «Commenting» or «View».
For the person to work on the board, leave «Only the selected options» turned off. For a client who needs only certain shots, turn this restriction on and mark the options.
If an editor needs generations, enter a number above 0 in «How many generations the editor may launch»: it counts launches over all the time in the project, and 0 forbids generations. Also check the project's overall AI generation budget and the available team seats, and, if you have a wallet and the administrator has set a balance per editor, the wallet balance: then under the «Editing» choice it says how much is needed per editor. The balance is 0 now, and this hint is not shown.
Create the invitation, copy the link and send it to the member yourself. They must open the link and sign in with the same email.

Good to know

The «Profession/team role» field describes responsibility and does not change permissions. Permissions are set in the «Access» field.
«Only the selected options» blocks access to the board, 3D models, source files and the budget. Such a member gets view or comment access to the selected shots, without editing the project.
An invitation is valid for 7 days and is tied to the email. Another account cannot accept it.
The owner can change permissions, revoke access or revoke an invitation. View and comment access do not allow starting generations.
Editors' generations use the owner's balance. A limit of 0 does not allow starting; the project's overall limit can also stop a generation. The number of seats depends on the owner's account terms.
This guide is about the project team and the visual board. Task lists in the «Tasks» section have their own invitations through «List settings»; being a project member does not automatically open its task lists.
Project documents inherit members' permissions, without the restriction to selected options. The owner can also invite a person to a single document separately. The estimate, brief, schedule and assistant on the «Preparation» step are available only to those who can edit the whole project.
The project's 3D models can be opened and downloaded by all members except those with «Only the selected options» turned on. The owner and editors can add their own models. Building from a photo is available to the owner and to an editor the owner has allocated generations to: building uses the owner's paid limit, and a limit of 0 does not allow it.
You can invite people only with a confirmed account email. If «Confirm your e-mail to invite people to your team» appears, open the link from the email or send it again from your profile, on the «Email» card.
If the owner has a wallet, editors are free and their number is unlimited. The administrator sets how many units the owner's wallet must hold for each editor of their projects; it is 0 now, so editors can be added without topping up the wallet. This is not a charge: the funds stay in the wallet. One person in several projects is counted once.
If a balance is set and the wallet holds less, existing editors keep working, but inviting a new editor or giving someone the «Editing» role is declined with the message «Top up your wallet: each editor needs … on your balance». The owner sees a reminder in «Team and access» and on the «Balance» page, in the «Team» block. Viewers, commenters and clients are free and do not require a balance.
The project's board, floor plan, presentations, documents and tasks follow the owner's tool set. If the owner's set has expired, members can see the materials and export them, but changes are unavailable until the owner renews the set.
People are invited to a Production order from the head of the order with the «Invite» button or from «Orders» with the «Invite to an order» button. This is the team of that order, not of the whole studio: the invited person becomes an editor, and the owner decides whether they see prices. More in the guide to production orders.

The editor's generation limit

In «Team and access» the owner sets «How many generations the editor may launch» for each editor. It is the total number of this editor's launches in this project over all time, with no monthly reset. New visualizations, refinements and repeats count, and a failed launch does not.

0 means generations cannot be launched; it is not «no limit». An editor with a limit of 0 changes the board, the floor plan, the documents and the tasks, and the owner launches the generations. While the limit is not used up, the editor can also build a 3D model from a photo and download a frame in HD.

The project owner pays for the editor's generations from their balance, not the editor. In the team list, under the editor's name, you see «Generations: 2 of 5» or «No generations: limit 0». To give more launches, press «Change permissions» and enter a number above what has already been launched: while editing permissions you see the line «Already launched: …».

Besides the editor's limit, the owner can cap all the launches of the project in «Project generation budget». A generation does not start if either of the two limits is used up.

If it does not work

If there is no invitation form, you are not the project owner. Ask the owner to create the invitation. If the link is not accepted, check the email of the current account, the expiry date and whether the invitation was revoked.

With the «Only the selected options» restriction, it is expected that there is no board. The owner must change the access scope if working together on the board is really needed.

If «Confirm your e-mail to invite people to your team» appeared when you created an invitation, your account email is not confirmed yet. Open the link from the email you received after signing up, or send a new one from your profile.

Team in the mobile app

Open a project and tap «Project team». The owner can invite a member, change their rights and limit the number of generations. Access only to the selected options does not open the board, the source files or the budget. A limit of 0 forbids starting generations. Only editors of the whole order are invited to production.

After creating the invitation, tap «Share link» or press and hold the link to copy it. It is valid for 7 days and fits the specified email. No email is sent automatically. The invited member can open the link in the app and explicitly confirm joining.

Links in the mobile app

An invitation in the mobile app is accepted explicitly. Sign in with the invited member's email and tap the accept button. A client with limited access goes to the approval of the images shared with them.

If funds or access are not enough

In the mobile app, a refusal shows a card with an explanation. For their own action, the owner can open the wallet or the set of tools. The jump itself does not charge anything and does not repeat the original action.

The tools and generations of a project are paid from the owner's wallet. A member is not offered to pay for a personal set for someone else's project, and the owner's balance is not shown to them.

The remainder for editors is not a payment for a seat: the funds stay in the wallet. After access changes or a top-up, return to your action. If the check failed, the retry button only checks the conditions.