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Documentation Index

Fetch the complete documentation index at: https://help.trytuuli.com/llms.txt

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The Team tab in Organization Settings is where you manage everyone who has access to your organization. You can see all current members and their roles, send new invitations by email, revoke pending invites before they are accepted, change a member’s role, and remove members who no longer need access. Only admins can invite, remove, or change roles — editors and viewers can view the member list but cannot make changes.

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Viewing team members

Navigate to Settings → Team to see the full member table. Each row shows the member’s name and email address, their current role (admin, editor, or viewer), and the date they joined the organization. The member marked You is your own account.

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Inviting team members

1

Open the Team tab

Go to Settings → Team in the left sidebar of Organization Settings.
2

Enter email addresses

In the Invite by Email section, type one or more email addresses in the text area. Separate multiple addresses with commas — for example: jane@acme.com, bob@acme.com.
3

Send the invitations

Click Send Invites. Each address receives an email with a unique invitation link. A confirmation toast shows how many invitations were sent successfully.
Invitees join as editors by default. After they accept, you can change their role to admin or viewer from the member table.

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Pending invitations

After you send invitations, they appear in the Pending Invitations list below the invite form. Each entry shows the invitee’s email address and the date the invitation expires. To cancel an invitation before it is accepted, click the X button next to the invitation. The invitation is revoked immediately and the link in the recipient’s email will no longer work.
If an invitee did not receive their email or the link expired, cancel the existing invitation and send a new one by entering their address again.

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Accepting an invitation

When someone invites you to an organization, you receive an email with a unique invitation link. Click the link in the email to accept.
  • If you already have an RFI Manager account, you are signed in automatically (or prompted to sign in), and then redirected to the Organizations page with the new organization now visible.
  • If you do not yet have an account, you are taken to the sign-up page. After creating your account, the invitation is accepted automatically and you land in the organization.
Invitation links are single-use and expire after a set period. If your link has expired, ask an admin to resend the invitation.

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Changing a member’s role

Admins can change any other member’s role directly from the member table.
1

Open the Team tab

Navigate to Settings → Team.
2

Locate the member

Find the member in the table whose role you want to change.
3

Select the new role

Click the role dropdown in that member’s row and select Admin, Editor, or Viewer. The change takes effect immediately — no save button required.
You cannot change your own role. If you need to lower your own permissions, ask another admin to make the change.

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Removing a team member

1

Open the Team tab

Navigate to Settings → Team.
2

Click the remove button

Click the trash icon in the Actions column next to the member you want to remove.
3

Confirm removal

A confirmation dialog appears. Click Remove to confirm. The member immediately loses access to the organization and all its projects.
Removing a member is immediate. They will not be able to access the organization’s projects or data after removal. To restore access, send them a new invitation.

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Team roles reference

Admins can invite and remove members, change any member’s role, rename the organization, manage integrations (Procore, Autodesk, Newforma), and delete the organization. Admins can also create, edit, and delete projects.
Editors can create, edit, and delete projects. They can upload files, manage RFIs, run QC analysis, and use all project workflows. Editors cannot manage team membership or organization-level settings.
Viewers have read-only access. They can open projects, view RFIs, drawings, documents, and analysis results, but cannot create, edit, delete, or upload any content. Use this role for clients or stakeholders who need visibility without edit access.
Yes. Any admin can change a viewer’s role to editor or admin at any time from the Team tab. The change takes effect immediately without requiring the member to sign out and back in.