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Sign-up creates an organization. Freelance: that’s usually just you. Agency: Team Members.

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What lives at org level

  • Members and roles (a viewer cannot set up projects)
  • Billing & Plan
  • Delivery ID SUA-XXXX-XXXX: give this out when you are the recipient (a freelancer hired another specialist, or you’re also a product team)
  • Integrations tokens
Projects hang off the org. Switching org (if you belong to more than one) switches the whole sidebar.

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Receiving vs sending

Your Delivery ID is for inbound UAT. Sending uses their ID or an invitation. Don’t paste your own ID into the connect box and wonder why you’re delivering to yourself. Connections.

Connect to a client

Their ID, not yours.

Viewer can't start

Role vs plan vs flags.