How do I invite my team to a RevenueDot project?
Open Project settings → Collaborators and click Invite. Enter the person's email address, pick a role and send. They get an email with a link that works for 7 days. Only project admins can invite, change roles and remove people. Everyone in a project is a member with one role in that project; a person can have a different role in each project.
Roles#
The roles follow RevenueCat's collaborator roles (Collaborators). RevenueDot has three of them today.
| Role | Can do | Cannot do | Name in API v2 |
|---|---|---|---|
| Admin | Everything: apps, store credentials, products, entitlements, offerings, customers, webhooks, secret API keys, invites, members, deleting the project | Nothing is off limits | admin |
| Developer | Read everything. Edit apps, store credentials, the catalog, customers, webhooks and project settings | Create or revoke secret API keys, invite people, change roles, remove other members, delete the project | developer |
| Viewer | Read everything the dashboard shows | Change anything | read_only (RevenueCat's "View Only") |
GET /v2/projects/{project_id}/collaborators answers with RevenueCat's role names, so the Viewer role comes back as read_only. Requests that set a role take admin, developer or viewer.
Invite someone#
- Open Project settings → Collaborators and click Invite.
- Enter the email address and pick Admin, Developer or Viewer.
- Click Send invite. The invite shows under Pending invites until the person accepts it.
- The link lasts 7 days. An expired invite stays in the list, so you can send it again.
- Resend sends a new link that lasts another 7 days. The old link stops working.
- Revoke makes the link stop working at once. You can invite the same address again later.
- Inviting an address that already has a pending invite replaces it: the new role applies, and only the newest link works.
- Inviting someone who is already a member fails with a message that they are already in the project.
- A project can send 50 invites a day, resends included. After that, try again the next day.
- On RevenueDot Cloud, you need a confirmed email address to invite people. A banner at the top of the dashboard offers a new confirmation email if you lost the first one. Self-hosted servers treat every account as confirmed.
If the dashboard says the invite was saved but the email could not be sent, the mail server refused it. Fix the mail settings, then click Resend. On a self-hosted server without email, the invite link is printed to the server log; see Email.
Accept an invite#
The link in the email opens the invite page. It shows the project, the role and who invited you.
- You already have an account: sign in with the invited address and click Accept invite. If you are signed in with another address, sign out and sign in with the invited one. If you are already a member of the project, you keep your current role.
- You are new: create an account on the invite page. The email address is fixed to the invited one, and it counts as confirmed, so you get no confirmation email. You join the project instead of getting an empty one.
A self-hosted server closes sign-up after the first account (the owner). An invite still lets the invited address create an account. Nobody else can sign up unless the server runs with REVENUEDOT_ALLOW_SIGNUP=true.
Change a role, remove a member, or leave#
- Change a role: admins pick a new role in the member's row.
- Remove a member: admins open the member's menu and click Remove from project. The person loses access at once.
- Leave a project: any member can open their own menu and click Leave project.
- A project always keeps at least one admin. The last admin cannot be demoted, removed or leave. Make someone else an admin first, or delete the project.
Do it with the API#
These are RevenueDot extensions. They need a dashboard session (the rd_session cookie from POST /auth/login); secret API keys cannot manage members. See Members and invites for request and response details.
| Task | Request |
|---|---|
| List members | GET /v2/projects/{project_id}/collaborators |
| List pending and expired invites | GET /v2/projects/{project_id}/invites |
| Invite by email | POST /v2/projects/{project_id}/invites with {"email": "sam@example.com", "role": "developer"} |
| Resend an invite | POST /v2/projects/{project_id}/invites/{invite_id}/actions/resend |
| Revoke an invite | DELETE /v2/projects/{project_id}/invites/{invite_id} |
| Change a member's role | POST /v2/projects/{project_id}/collaborators/{user_id} with {"role": "viewer"} |
Remove a member, or leave (your own user_id) |
DELETE /v2/projects/{project_id}/collaborators/{user_id} |
| Look up an invite from its link | GET /auth/invites/{token} (no session) |
| Accept as an existing user | POST /auth/invites/{token}/accept |
| Sign up from an invite | POST /auth/signup with invite_token |
Related#
- Alert emails: what admins get told when something breaks
- Self-hosting: Email
- Projects, apps and API keys