Team Collaboration

Share your documentation with family members, household staff, contractors, or IT colleagues with granular permission control.

---

Plan Requirements

Free / Personal / Power User	Single user only
Professional	Up to 20 team members
Teams	Up to 40+ team members
Enterprise	Unlimited team members

Account-Centric Model

HomeRunbook uses an account-based model:

• Data belongs to the account, not individual users
• The account owner controls all settings and billing
• Team members access the account's data based on their permissions
• If a team member leaves, their contributions remain in the account

Inviting Team Members

1. Go to Manage → Team
2. Click Invite Member
3. Enter their email address
4. Select their role (Member or Admin)
5. Click Send Invitation

The invitee receives an email with a link to join. They create their own login credentials when accepting.

User Roles

Role	Capabilities
Account Admin	Full control over all account settings Manage subscription and billing Invite and remove any user Access all rooms and data Create and manage user groups
Team Admin	Invite new members Manage user groups Full edit access to all rooms Cannot manage billing
Member	Access determined by group membership View and edit permitted rooms Cannot invite users or change settings

User Groups

Organize team members into groups for easier permission management:

• Create Groups: e.g., "Family", "Contractors", "IT Staff", "Read-Only"
• Add Members: Assign users to one or more groups
• Assign Room Access: Grant each group access to specific rooms

Permission Levels

• Full Control - Add, move, edit, and delete devices and connections
• Read Only - View maps and device details without editing ability

Managing Room Access

1. Go to Manage → Team
2. Click Manage Groups
3. Select a group
4. Check the rooms this group should access
5. Set permission level (Edit or Read Only)
6. Save changes

Removing Team Members

Account Admins can remove team members at any time:

• Click the remove button next to their name on the Team page
• Their access is immediately revoked
• Their personal account remains valid (they just lose access to your data)
• Content they created stays in your account

Activity Tracking

Track what your team is doing:

• Notebook pages show who last edited and when
• Version history tracks all changes (Professional+ plans)
• Enterprise plans include comprehensive audit logging