DO Ideas 2

Designate a Team Member role during invite process

Right now you have to wait until a pending invitation is accepted to designate someone's role as Owner or Billing. This requires multiple round-trips before a role can be changed: Invite > Wait > Check for acceptance > Wait > etc. > Re-assign Roll.

Allow pre-defined roles at the point of invitation would be particularly useful for the Billing role. We often assign this role to less technical stakeholders. It requires a lot of explanation and hand-holding to tell them to accept the invite, but that they can't change/update credit card information until we go back in and modify their role.

  • gb
  • Sep 11 2018
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