Sharing and roles

Inviting someone onto a schedule, choosing what they can do with it, and what happens on the invitee's side.

Inviting

From Settings › Sharing, the MEMBERS section lists who has access (you included, marked owner). Right below, INVITE offers a role menu — editor — changes everything or viewer — reads only — and an E-mail (optional) field, then Invite….

• An e-mail already known to PalmaPlan, whose owner has confirmed the address, becomes a member right away, with no link to pass on.
• An unknown e-mail, or one whose address has not been confirmed yet (or the field left blank) creates an invitation: a link valid for seven days, shown on screen to be copied and passed along by hand; if an e-mail was given, the link is also sent by mail, and a notification is placed for the invitee if their account already exists.

A pending invitation shows up in the same list ("e-mail · role · expires on date") with a Revoke button.

What the invited person sees

The link leads to an Invitation screen:

• If they're already signed in with the right account, one click is enough to join.
• If they're signed in with a different account than the one the invitation targets, the screen says so plainly — "This invitation is for e-mail; you're signed in as other name." — with a Sign in with another account link.
• If they have no account, the screen announces it ("Who invited them invites you to edit the schedule 'schedule name'. Create your account to accept.") and offers a form — name, e-mail (already filled in if the invitation carried one), password, confirmation — whose submission creates the account and accepts the invitation in a single gesture: it's the only way to create a PalmaPlan account, there's no open sign-up otherwise. The person lands directly in the shared schedule, with the given role. An invitation link does not prove their address, though: a confirmation e-mail goes out at once, and until they follow it, only the schedules shared with them open — a banner reminds them.

What the role changes

• Editor changes the schedule just like the owner (blocks, rows, columns, comments, closures…), but can neither delete it nor manage its sharing.
• Viewer sees everything, can't change anything.

Revoke (on an existing member, or on a pending invitation) removes access right away.

Transferring ownership

Still in Settings › Sharing, OWNERSHIP › Transfer ownership… opens a menu to pick an existing member, then Confirm the transfer (or Cancel). The text warns: "You'll stay an editor on the schedule; only the new owner will be able to share, publish or delete it." — the transfer makes the chosen member the owner, and drops you to editor on that particular schedule. An account can't close itself while it still owns schedules — see Account and data.

What happens when you get it wrong

• An invitation sent to the wrong address: Revoke it before it's accepted; the link stops working right away.
• The wrong role was chosen: re-invite the same e-mail with the other role — an existing member changes role with no new invitation needed.
• An invitation link opened while signed in with the wrong account: the screen says so and offers to sign in again, it never grants access to the current account.

What this page doesn't cover

• Publishing a read-only address, with no account needed: a different gesture — see Publishing.
• Editing together on the same schedule at the same time: see Exclusive editing.
• Seeing who did what afterwards: see History and Compare.