Running a digital collection is rarely a one-person job. RefBytes is built around teams, so you can share your account with colleagues and work on your sites together.
How teams work
Every account has a team. The team is what actually owns everything: your sites, your backups, your custom modules and themes, and your subscription. When you invite someone, they join your team and see the same sites you do.
Each person belongs to one team, with their own login.
Sending an invitation
Team owners can invite people. Click Team Members in the menu, then Invite Team Member at the top of the page.
Enter your colleague's email address and choose a role for them:
- Owner: full access, including managing team members.
- Member: can view and manage sites.
Click Submit, and that is it. Your colleague receives an email titled "Invitation to join RefBytes" with a Create Account button. When they follow it, they choose their name and a password and land in your team automatically. There is nothing else for you to do.
The invitation has to be accepted from that email. If your colleague signs up on their own (or with Google) instead, they get a separate team of their own.
Choosing the right role
A good rule of thumb: people who manage the team and its sites should be owners, and everyone who works on the content of existing sites can be a member.
Here is what only owners can do:
- Create, copy, and delete sites
- Invite, edit, and remove team members
- Add Solr servers
- Upload custom modules and themes
Members can do the everyday work: open sites, back them up and restore them, install and update modules and themes, upgrade the platform, and look after domains and SSL.
Billing is a little different: it belongs to the person who created the account, whatever anyone else's role. See plans and billing.
Changing someone's role or removing them
On the Team Members page, click a person to open their details. Change their Role and click Save changes, or click Delete at the top to remove them from the team. The person who created the account cannot be removed.
If an invitation link stops working
Invitations are cleaned up after about a week. If your colleague waited too long and their link no longer works, send them a fresh invitation from the Team Members page.
The same goes for emails that land in a spam folder or get lost: just invite the same address again. The new invitation replaces the old one, with whatever role you choose this time, and the old link stops working.
What your teammates will see
Once they join, teammates sign in the same way you do and see the same dashboard. If they are new to RefBytes, point them at our welcome guide for a quick tour, or straight to the Sites page if they are ready to dive in.