Members and Roles

Every person working in a project is either a Provider or a Client. This role determines what they can do throughout the project — particularly in the approval workflow.

Adding members

Go to Project → Settings → People → Invite. Enter the person’s email address and choose their role. They receive an invitation email; if they’re new to Vanillaround, they’ll create an account as part of accepting.

Adding teams

If your business account has teams set up, you can add all members of a team to a project at once:

1. Go to Project → Settings → People → Add Team
2. Select the team
3. Select the role to assign to all team members

Role capabilities

Capability	Provider	Client
Read spec pages	Yes	Yes
Write and edit specs	Yes	No
Create requirement cards	Yes	No
Submit cards for approval	Yes	No
Approve / reject cards	No	Yes
View card approval status	Yes	Yes
Add @mentions and comments	Yes	Yes
Create boards	Yes	No
View boards	Yes	Yes
Invite new members	Yes	No
Manage project settings	Creator only	No

Changing a member’s role

Open Project → People, find the member, and select Change Role. The change takes effect immediately and applies to all cards and approval workflows in the project.

Removing a member

Find the member in Project → People and select Remove. They immediately lose access to the project. Pending card approvals assigned to them will need to be reassigned.

Leaving a project

Members can remove themselves from a project via Project → Leave Project, unless they are the project creator. The creator must transfer ownership or delete the project before leaving.