Invite people only after their role and project scope are clear. LivraOne combines a role with each membership’s data scope.
Choose the smallest useful role
Start with the built-in role closest to the person’s responsibility. Create a custom role only when the difference is durable.
Choose organization or assigned-project scope
Organization scope can reach all permitted records. Assigned scope limits the same permissions to linked projects.
Send the one-time invitation
The recipient opens the invitation link, creates a password, and activates the membership. The token expires and cannot be reused.
Review access after activation
Confirm the user can see the intended navigation and one expected project, then remove any temporary elevated role.