Add & invite participants to your project

Clément Steuve -

Now that you have created your project, you should add participants on it so that they can work with you via APROPLAN.

Colleagues, stakeholders, contractor, engineers … would probably love to get access to the documents/plans of the project everywhere and to make some notes on it or to be invited to your meeting and finally to receive your reports.

 

In this section, you will find information on:

1) Adding participants

2) Inviting participants (see below)

 

 

1) Adding a new participant


There are two main ways to add a new participant:

- Via their e-mail address

- Via the import function

 

a. Adding a participant with their e-mail address

 

  • Select the entire project.

 

Capture_d__cran_2017-07-05___10.17.50.png

 

  • Click on the participants menu.

 

Capture_d__cran_2017-07-05___10.19.51.png

 

  • At the bottom right corner of your screen, you will see a green +. You can either click directly on this button or go over it with your mouse and click on this icon Capture_d__cran_2017-07-05___11.32.20.png to add a participant to the project.

 

Capture_d__cran_2017-07-05___10.52.54.png

 

  • Insert the participant's e-mail address and then click on Add.

Capture_d__cran_2017-07-05___11.18.41.png

 

  • On Enterprise licences, the newly added participant will be displayed in red, and they have by default access to nothing on the project. This allows you to add participants and send them your reports without them having access to the project as such. If the participant needs to have access to the project, you will need to invite them (see below)

    On other licences, participants will be automatically invited after having been added

 

 

 

b. Importing participants from another project

  • You can also directly import participants who are already active in one of your other projects. Go over the green + button with your mouse and click on this icon Capture_d__cran_2017-07-05___11.32.26.png to do so.

 

Capture_d__cran_2017-07-05___10.52.54.png      

 

  • The import windows then pops up. You can choose from which project you wish to import a participant or search for a participant. After selecting the participant you wish to add, click on Import.

 

Capture_d__cran_2017-07-05___14.19.43.png

 

  • On Enterprise licences, the newly added participant will be displayed in red, and they have by default access to nothing on the project. This allows you to add participants and send them your reports without them having access to the project as such. If the participant needs to have access to the project, you will need to invite them (see below)

    On other licences, participants will be automatically invited after having been added

 

Tip : Adding participants to a project is easier via the web application. 

 

 

 

2) Inviting a participant (Enterprise licence only)

With an Enterprise licence, you have the possibility to choose who you want to invite to your project. With other licences, all participants are automatically invited after having been added.

  • To invite a participant, you need to open the entire project and go to the list of participants.

    Capture_d__cran_2017-07-05___10.17.50.png

    and then:

    Capture_d__cran_2017-07-05___10.19.51.png
  • You can then go over the participant's name with your mouse and click on the invite icon Capture_d__cran_2017-07-05___11.42.33.png to the right of your screen.


    Capture_d__cran_2017-07-05___11.41.51.png

  • A window pops up where you can choose the language in which the invitation e-mail will be sent to the participant. Confirm your choice and the participant will be invited.


    Capture_d__cran_2017-07-05___11.43.52.png

 

 

 

 

 

 

 

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