Inviting teammates

VETR is built for capture teams, not individual users. Invite your proposal manager, capture lead, technical SMEs, and pricing analyst from day one.

How to invite

1. Settings → Team → Invite Member
2. Enter email address
3. Pick a role (Owner / Admin / Member / Viewer)
4. Optionally add a personal note (shown in the invite email)
5. Click Send. They receive an email with a 7-day link.

Roles

• Owner — full access including billing, organization deletion. One per org.
• Admin — full access except billing
• Member — can create/edit proposals, RFPs, past performance; cannot edit organization-level settings
• Viewer — read-only access to all content; cannot edit

Per-proposal permissions

Member-level users can be further scoped per proposal. Open any proposal → Settings → Collaborators → set Read/Comment/Edit per teammate. Useful for proposals where you want SMEs to comment but not edit the technical volume.

Plan limits

• Startup: 5 users included
• Professional: 15 users included
• Enterprise: unlimited

Adding users beyond your plan limit prompts a billing upgrade. You can also add metered users at $10/user/month on Startup or $15/user/month on Professional.

Deactivating

Settings → Team → click the user → Deactivate. They lose access immediately but their authored content is preserved with their name attached.