PrecisionDocs

Collaboration — Help Center

Sharing projects with existing teammates and inviting brand-new people to your organization.

How do I share a project with a teammate who is already in my organization?

Use Share with Teammate in the project's Members panel. This adds an existing organization member to a single project.

  1. Open the project home.
  2. Open the Members panel.
  3. Use the Share with Teammate picker and select an existing organization member.

An active member of your workspace can then use the project chat, documents, maps, and outputs. AI work they run draws on the shared workspace credit wallet, the same as your own - sharing a project adds no recurring charge.

Sharing is not the same as inviting. Sharing adds an existing org member to one project. Inviting brings a new email into your organization, which gives them access to the shared credit wallet once they are active.

How do I invite a new person (new email) to my organization?

Org invites bring a brand-new email into your organization.

  1. Go to Account -> Organization tab.
  2. Enter the new teammate's email and send the invite.
  3. They receive an email with an invite link, open /org-invite/:token, then confirm and sign in.

What access they get:

  • Once they join and are active, they can use the shared workspace credit wallet - there is no separate license to assign.
  • Adding a member adds no recurring charge. Your cost tracks the AI work the team runs, which you can inspect in Account -> Usage.
  • Owners can suspend or remove a member from the Access roster at any time, which immediately ends their ability to spend credits.

Invites are rate-limited to 10 per minute per organization. If you need to onboard a large team at once, contact info@precisiondocs.ai to plan credit capacity in bulk.

What can project members do, and what stays owner-only?

Shared members can collaborate inside the project, but ownership still matters.

Members can typically:

  • Read the shared chat history
  • Ask the agent questions
  • See shared documents and outputs
  • Leave the project if they no longer need access

Owners retain control over:

  • Member management and the Access roster in Account -> Organization
  • Buying credits and configuring auto-refill in Account -> Billing
  • Project-level destructive actions (deleting the project, removing other members)
  • Zoning overrides (the pencil-edit on the parcel map AND the chat-side verify_zoning auto-write are both owner-scoped at the database layer — non-owners silently fail)
  • Billing and payment-method decisions

Owners can suspend or remove a member without deleting that user's usage history. If a non-owner needs a structural change (zoning override, member removal, project rename), the owner should make it so the audit trail stays clear.

How do unread badges and collaborator message markers work?

Unread tracking is designed for shared projects so you can see what collaborators added since your last visit.

What you will see:

  • Sidebar badges show projects with unread collaborator activity.
  • An unread divider appears in the chat where new collaborator messages begin.
  • Opening the project and letting streaming settle marks messages as read so badges clear automatically.

If you are not seeing a badge clear right away, give the page a moment to finish persisting the latest assistant response and read watermark.

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