What happens when you invite new members to a product vs the subscription?

Inviting members to a product automatically adds them to your subscription while giving them focused access to that specific product.

Step 1: Product-Level Invitation

Click "Invite Member" from Product Summary

Enter user email address

Select initial product role (Product Admin, Editor, or Viewer)

Step 2: Automatic Subscription Integration

Subscription Addition: User automatically becomes part of your subscription

Seat Allocation: Counts toward your subscription's user seat limits

Billing Impact: User included in next billing cycle

Step 3: Product Access

Immediate Access: User gains access to the specific product

Role-Based Permissions: Access level determined by assigned product role

Product Context: User sees product-specific data and features

Product-Level Invitations:

Focused Access: User gains access to specific product only

Product Roles: Assigned product-specific roles and permissions

Targeted Collaboration: User collaborates within product context

Automatic Subscription: Still becomes part of overall subscription

Subscription-Level Invitations:

Broader Access: User can be assigned to multiple products

Subscription Roles: May have subscription-wide roles (like Portfolio Manager)

Cross-Product Access: Potential access to multiple products

Administrative Control: Subscription admins manage overall access

Billing and Limits:

Seat Counting: Product invitations count toward subscription seat limits

Plan Restrictions: Must stay within subscription plan limits (Startup: 2 teams, Scaleup: 4 teams, Enterprise: Unlimited)

Upgrade Requirements: May need to upgrade subscription plan if approaching limits

Access Management:

Product-Specific: Users only see the product they're invited to

Role Flexibility: Can have different roles across different products

Subscription Integration: All product users visible in subscription-level user management