Your colleagues work in the same client portals.

Droplana is a client document portal: each client gets one private portal where you send documents and they send files back, with no account to create. On Practice and Studio, your colleagues work in those same portals. They see the clients, files and comments you see, so a client's documents do not depend on who is in the office that day.

See the team page

The owner of a fictional accounting firm has two colleagues on the team and one invitation waiting. Each colleague has their own email address and their own notification setting.

Real desktop team page, cropped, with fictional Ledger & Oak data. Inspect the team page at full size.

Seats per plan

A seat is one person, and the owner counts as one.

Plan	Seats, owner included	Colleagues you can invite
Free	1	none
Solo	1	none
Practice	5	4
Studio	Unlimited	Unlimited

There is no add-on for extra seats. A larger team means a higher plan. Pending invitations count toward the seats until they are accepted or expire.

Invite a colleague

Type their email address on the team page. They get an invitation that is valid for 24 hours, and accepting it opens your dashboard. After that, they sign in with that address, by an emailed link or with a Google or Microsoft account. There are no passwords. Someone can belong to several firms and still run their own business with the same address.

Each colleague chooses how often they get email about new comments, uploads and status changes: as it happens, hourly or in a daily digest. Until they choose, they follow your business default.

What colleagues can and cannot do

Colleagues do the client work, the same way you do:

• create and edit clients, and share portal access with them
• upload, download, delete and comment on files, and set Approved or Rejected
• set up document checklists and download a client's files

Some things stay with the owner:

• billing and the plan
• the business name, portal address and account settings, such as client uploads and access levels
• inviting and removing team members
• exporting the whole business and viewing the activity trail
• deleting the account

Where team access stops

Every colleague sees every client. There are no roles and no per-client assignment, so if some clients must stay with one person, Droplana does not fit that need. Client-to-client separation still holds: a client never sees another client's portal, but inside your business, colleagues are not separated from each other.

The owner can see who did what. The activity trail records logins, uploads, downloads, deletions, comments and approvals with the email of the person who did them. When someone leaves, remove them on the team page and their sessions end.

Pricing

Questions about team access

How many team members can I have?

Seats include the owner. Free and Solo have 1 seat, so you cannot invite anyone. Practice has 5 seats, so you can invite 4 colleagues. Studio has unlimited seats. There is no add-on for extra seats; a larger team means a higher plan.

Can I limit a colleague to certain clients?

No. Every team member sees all of your business's clients, files, comments and statuses. There are no roles and no per-client assignment. If some clients must stay with one person, Droplana's team access does not fit that need.

What can only the owner do?

Billing, the business name and portal address, account settings, inviting and removing team members, exporting the whole business, the activity trail and deleting the account. Team members do the client work: clients, files, comments, checklists and statuses.

Do team members need a password?

No. Each member signs in with their own email address, by an emailed link or with a Google or Microsoft account. There are no passwords in Droplana.