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Team and Invitations

Organization owners and admins can invite people to the project by email. Invitations require Supporter. See Plan limits for details. If the owner later moves to the free plan, invited members keep their seat but cannot open any of the org’s projects until the owner upgrades again. They see the project listed as Paused for you with the owner’s name, and the owner sees Paused until upgrade next to each member on the Team page. The invite specifies role and permissions (e.g. script, breakdown, schedule, shot lists, call sheets, crew contacts, view budget, create projects, invite) and project scope (all projects or selected). The invitee signs up or signs in and accepts. They then see the org and projects according to the invite. Owners, admins, and members with create projects permission can create new projects for that organization. If someone can create projects for more than one organization, the New Project form lets them choose which organization owns the project.

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Who can see budget info

Budget rates and payments are restricted by default. A plain member added to a project will not see the Budget page, cost cards on element boards, contact rates, crew member rates, or cast member rates. To grant budget visibility, check View budget on the invitation or edit member form. A view-only member can:

• Open the Budget page and see line items, totals, and fringe
• Export budget CSV, PDF, Excel, Topsheet, and Fringe report
• See cost and budget cards on element and location boards
• See rate fields on contacts, crew members, and cast members

A view-only member cannot add, edit, or delete budget lines, log payments, edit cast or crew rates, or change ancillary line items. To grant full budget management, check Manage crew contacts instead (or use the Admin role). Owners and admins always have full access. Team is in the top navigation bar (global nav, not the project nav). Everyone on the team can open it to see who is in the organization and to answer invitations sent to them. Owners and admins also use it to send invites and manage the ones that are still pending. To invite someone to a specific project, open Team in the top nav, click Invite member, and set the scope to that project when filling out the invite form.

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Invitations vs. Address Book

Invitations send an email and grant project access. Use this when you want a collaborator to log in and work on the project. Address Book (in the project nav) is a production contact list for crew, talent, and vendors. People in the Address Book can appear on call sheets and in the breakdown. Adding someone to the Address Book does not send them any emails or give them access to the project. See Address Book.

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How to send an invite

1. Click Team in the top navigation.
2. Click Invite member and enter the invitee’s email.
3. Choose their role and permissions.
4. Set project scope (all projects or specific projects).
5. Send. The invitee receives an email, clicks through, signs up or signs in, and accepts. They appear under Team Members.

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Add someone already on your team to a project

If a teammate only has access to some projects, you can add them to a new one without sending another invite.

1. Open the project and click Invite in the project nav.
2. Under Add someone from your team, click Add next to their name.

They can open the project right away, and they get an email with a link to it. There’s no invitation to accept. Teammates who already have every project are not listed, since they can open it already. On a big team, the list shows the first five people. Type a name or email in Find by name or email to find anyone else. If you type a teammate’s email into the invite form instead, Spell Slate adds them the same way rather than sending an invitation. Their role and permissions stay as they are. To give someone on selected projects access to every project, edit them on the Team page.

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Example

Dana gaffed your last short and was invited to that project only. You start a new project for the next shoot. Click Invite, then Add next to Dana. Dana gets an email with a link to the new project, and it’s on their home page.

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How to accept an invite

If you are new to Spell Slate:

1. Open the invitation email and click the invite link.
2. Click Sign up. The email address is filled in for you and cannot be changed.
3. Enter your name and a password, then click Create account and join [organization].

Creating the account accepts the invite. You land on your home page with the organization’s projects already there. If you already have a Spell Slate account:

1. Open the invitation email and click the invite link.
2. Click Sign in and sign in with the email address that received the invite.
3. Review the organization and project access.
4. Click Accept invitation.

After you accept, the organization and its shared projects appear in Spell Slate according to the permissions and project scope set by the person who invited you. If you already have your own organization, you can still work in both places.

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Pending invitations on your home page and Team page

Any invitation sent to your email address that you have not answered yet appears at the top of your home page, with the organization name, who invited you, and your role. Click Accept invitation there to join, or See details to review project access first. The same invitations are listed under Invitations to you on the Team page. Owners and admins see a second list there, Invitations you’ve sent, where they can cancel an invite that has not been answered. Invitations expire 7 days after they are sent. An expired invitation stays on your home page for another week with a note to ask the sender for a new one.

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Organization and account settings

Click your name in the top navigation to open the user menu. From there you can go to Organization (Overview, Team Members, Billing and Invoices) or Account Settings (name, email, password). Non-owners can leave the organization from the org Overview tab.