Inviting a User to your Project

This tutorial demonstrates the procedure for adding a new user to a single project. To add a new account owner/manager, convert an existing user to an account owner/manager or to add a user to multiple projects click on the appropriate links

  1. Open the Accounts page and locate the project you want to invite a user to

  2. Open the Project window by clicking on the yellow symbol with three dots to the left of the project

  3. Switch to the Users tab by clicking Users at the top of the Project window

  1. Here you can see a list of users associated with your project. Their name is listed along with their role, their active/deactive status, the date they joined the project, the last user to update their properties, the date their properties were last updated and the last time they accessed the project.

  2. Additional users can be added to the project by clicking the Add/Invite Button

  1. Enter the email address of the invitee in the textbox, select whether they have view only or edit access, optionally include a message in the invite message box. Select the Add/Invite Button to send an invite to all email addresses listed in the text box

  1. The system output box will display the status of your invite

  1. The new user should now be listed in the users list

  2. To edit a user, click on the row corresponding to their name and it will become highlighted

  3. Now click on the Edit button

  1. The Set Role to ‘Editor’ option will allow the user to edit the project. The Set Role to ‘Read-Only’ option will only allow the user to view the project, and they will be unable to edit. Activate/Deactivate User can be used to temporarily limit/allow access to a project. While Remove User will remove the user from the project entirely. To learn more about permissions refer to the article [User Permissions](UserPermissions.md)