Invite participants to your project

Eveline -

Now that you have created your project, you should invite people to this project.

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.

 

To invite participants to a project :

 

  • Select the list of the entire project.

 

 

  • Go to the menu you are seeing the participants of the project.

 

 

  • Use the function add a participant in the project. (In the right top of the screen).

 

  • Add the mail address of the participant, to add them in your list.

  • Select ok to add a participant.
  • The participant is now displayed in red, and has by default access to nothing.
  • You can change his project access (now : guest) and give him visibility too the folders for which you also have received an access, by clicking on "Manage".

 

When you import a participant from another project, the information of this participant is copied into the new project.      

 

  • Click then on invite if you want that the user gets a mail (invitation) to join the project.

 

 

The new participant will receive a warning mail, to tell him that he has access to the project.                                                                            

 

 

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

                        

 

« Signature on iPad Add participants without inviting them »

 

 

 
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