Team management
Each member has an organization role, an optional project assignment, and optional language restrictions. The full permission matrix is on Roles & permissions.
Invite a member
Section titled “Invite a member”-
Open Organization → Members in the sidebar and click Invite member.
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Enter their email address and pick an organization role.
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Leave Restrict to project on All projects for organization-wide access, or pick one project. With a project picked, Restrict to languages appears: tick the languages they should work on, or leave it empty for all.
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Click Send invitation. The join link is valid for 7 days. Someone who already has a Comvi account is added immediately and gets a notification email instead.
Organization-wide members count against the plan’s member limit: 2 on the free plan, 5 on early adopter, plus 1 per member add-on. Going over returns “Member limit reached”. Members scoped to a single project do not count.
| Role | Edit values | Approve values | Edit keys and settings | Manage members | Deploy |
|---|---|---|---|---|---|
| Owner | ✓ | ✓ | ✓ | ✓ | ✓ |
| Manager | ✓ | ✓ | ✓ | ✓ | ✓ |
| Editor | ✓ | ✓ | ✓ | ||
| Translator | ✓ | ||||
| Viewer |
How access resolves
Section titled “How access resolves”When a member opens a project, their effective role is the first that applies:
- A project assignment for this project. The effective role is the lower of that role and their organization role.
- Their organization role, if they are organization-wide with no assignment here.
- No access otherwise.
An assignment narrows access and never raises it: a Manager can be made Editor on one project, but a Viewer cannot be made Translator. Nobody can grant a role above their own or change their own role.
Language restrictions live on the project assignment. A restricted member still sees the other languages for reference but cannot edit them. Owners and Managers cannot be restricted. Set restrictions on the invite, or later under Settings → Project Access with Change role & languages.
Common setups
Section titled “Common setups”- Small in-house team. Developers as Editor, the PM as Manager, both organization-wide. The first translator joins as Translator, restricted to the project and their language.
- Freelance translator. Translator, Restrict to project set to the project, their locale ticked under Restrict to languages. Remove them from the organization when the contract ends; their comments and history stay attributed to their account.
- Translators and reviewers. Translators as Translator, reviewers as Editor, and the Content Deploy status filter set to Translated, otherwise drafts ship. See Translator and reviewer workflow.
- Agency running client projects. One organization per client. Staff as Manager, the client stakeholder as Viewer, external translators as Translator scoped to a project and their languages.
- Read-only stakeholder. Viewer, organization-wide or restricted to one project.
Manage members
Section titled “Manage members”- Change a role. Organization → Members, the row menu, Change role. Preview impact in that dialog shows the effective permissions before and after.
- Resend or cancel an invitation. Pending invitations sit in the same list. Resend invitation sends a fresh email without extending the 7-day window and is disabled once it has expired; cancel an expired invitation and invite again.
- Remove a member. The row menu, Remove member. They lose access to every project immediately. History, comments and audit entries stay attributed to their account.
- Audit log. The Audit Log card below the members list records role changes, invitations and removals, filterable by action type and searchable by name.
Transfer ownership
Section titled “Transfer ownership”-
Open Organization → Members as the current Owner.
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Click Transfer Ownership in the header.
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Pick a member with organization-wide access and confirm.
The new Owner takes the role and the previous Owner becomes a Manager. A member with only a project-level membership is refused with “Ownership can only be transferred to an organization-wide member”; give them organization-wide access first.