Members
Your clients are members of a project. Invite up to three people to each project by email. They sign in with the link Squarepaste sends them, and their name and photo appear on every message and task they add.
Inviting a Member
To invite someone to a project:
- Open the project in your Squarepaste dashboard and go to the Actions tab
- Click Members
- Click "Add member"
- Enter their first name, last name (optional) and email address
- Click "Send invite"
Each project can have up to three members. The Members panel shows how many of the three you have used.
How Members Sign In
Squarepaste emails each new member a link to the project. Clicking it signs them in, with no password to remember. Members can then chat, add tasks, share files and pay for work from the project's chat page, or from the Squarepaste widget in the Squarespace editor.
What a Member Has
- Name: a first name, and a last name if you gave one
- Email: the address you invited, which is how the project knows them
- Photo: shown beside their messages, tasks and task markers
The chat itself belongs to the project, not to one member: everyone you invite sees the same chat, tasks and files.
Editing a Member
To change a member's details:
- Open the project, go to the Actions tab and click Members
- Click "Edit" beside the member – the Edit member panel opens
- Change their first name, last name, email address or photo
- Click "Update", or "Remove" to take them off the project
Members can also change their own name and photo in the Settings tab of the Squarepaste widget. Their email address is shown there but cannot be changed.
Benefits
Members help you:
- Bring everyone on the client's side into one chat
- See who said what, and who raised each task
- Send payment requests to the right people
Tip: Invite the people who will actually give feedback and approve the work. When you request payment, you choose which members get the email.
