Inviting people
What a new member sees, what they can do before a role is set, and when to add the second person.
A person is invited to a workspace and their capabilities follow from the role it gives them. Roles are resolved server-side from account entitlements and workspace membership on every request, so nothing a browser can edit decides what somebody may do.
When to add the second person
As soon as there is an approval queue with anything in it. The most common failure of an otherwise working setup is a queue with fourteen hours in it and one person who did not know they were on it. A second reader is worth more than a second agent.
What a new member should read first
- The status vocabulary, so “held” and “stopped” mean the same thing to everyone.
- The approvals page, if they are going to be on the queue.
- One real trace, chosen by whoever set the workspace up. Reading somebody else's trace teaches more than any description of tracing.