Your team and roles
Invite colleagues, assign permissions and manage groups.
Who can invite teammates?
An owner or another member with invitation-management permission. From Members, choose Invite people, enter the email addresses and permissions, then choose Create.
Link to this answerCan I invite several people together?
Yes. The invitation form accepts multiple email addresses.
Link to this answerCan I choose their permissions when inviting them?
Yes, from the permission choices available to you.
Link to this answerDoes sending an invitation immediately make someone a member?
No. They must explicitly accept it.
Link to this answerDoes a new invitee have to create their own organization first?
No. They create their account and can join the inviting organization directly.
Link to this answerWhat if the invitee already has a Dossier account?
They sign in with the invited email address and accept.
Link to this answerCan someone accept using a different email address?
No. The signed-in, verified email must match the invitation.
Link to this answerCan an invitee decline?
Yes. Declining does not create membership.
Link to this answerCan I cancel or resend an invitation?
Yes. Resending applies to a pending, unexpired invitation; cancellation prevents acceptance.
Link to this answerDoes an invitation automatically grant access to a private project?
No. Organization membership and private-project access are separate.
Link to this answerWhat is the difference between being an owner and having administrative permissions?
Ownership is a distinct organization role. Administrative permissions do not transfer ownership.
Link to this answerCan an invitation make someone an owner?
No. Ownership must be transferred explicitly after they join.
Link to this answerCan I create custom roles?
Yes, if you have permission to manage organization roles.
Link to this answerCan I assign the same custom role to several people?
If I change that role, do all assigned people receive the change?
Yes. Their assignment follows the current role definition.
Link to this answerMust people sign out and back in to receive permission changes?
No. Access is re-evaluated while they are signed in.
Link to this answerCan I give one person permissions different from their role?
Yes. Individual permissions are distinct from a live named-role assignment.
Link to this answerCan I return someone to the organization's default member permissions?
Yes, using the reset-to-default behavior.
Link to this answerDo changes to default member permissions affect everyone?
No. Owners, named-role assignments and individual overrides are kept separate.
Link to this answerCan I delete a role that people still use?
Not while it remains assigned. Reassign those people first.
Link to this answerWhat is a group for?
Organizing people and sharing project access with the group instead of managing every person separately.
Link to this answerDoes joining a group automatically grant access to all projects?
No. Only projects explicitly shared with that group.
Link to this answerCan a group be a project Reader or Editor?
What happens when I add someone to a group with project access?
They inherit that group's access, subject to their organization permissions.
Link to this answerWhat happens when I remove someone from a group?
They lose access supplied by that group, but retain any independent grants.
Link to this answerAre group Owner, Admin and Member the same as organization roles?
No. Group roles apply to that particular group.
Link to this answerDoes creating a group make me its owner?
What does Duplicate group copy?
Its name and metadata, not its membership or project permissions.
Link to this answerWhat happens when groups are merged?
Membership and shared-project grants are combined into the target; existing target roles and settings are retained.
Link to this answerDoes deleting a group delete its projects or documents?
No. It removes the group and its grants, not the shared work.
Link to this answer