Who it's for: the workspace owner and the project manager.
What you'll do: invite a person to a project with a chosen role. A new person gets a link to create an account; a person who already has an account gets an invitation to accept. It takes about 2 minutes.
Before you start
Decide whether the person should see the project's money. The role and the type of seat in your plan depend on it:
| Project role | Seat in the plan | Sees amounts (budget, costs, contract) |
|---|---|---|
| Project manager | finance seat | yes |
| Deputy project manager | finance seat | yes |
| Site manager | finance seat | partly (costs, no contract files) |
| Site supervisor | non-finance seat | no |
| Foreman / contractor | non-finance seat | no |
| Investor | non-finance seat | their own contract, amendments and investor expenses |
- The invitation window shows how many seats are left in your plan. When all are taken, additional people are billed for the days they are active on your next invoice, not upfront.
- Only a person with a role in an ongoing project takes a seat. A project in the archive or in the bin takes no seats. An invitation that hasn't been accepted yet takes no seat either.
Steps
- Open the project, go to Project settings → Team and click Invite to the project.
- Choose people From the workspace team or type E-mail addresses. Confirm each address with Enter.
- Select the Project role. The role applies to everyone invited in this one step.
- Choose the Invitation language. A new account gets this language; people with an existing account keep theirs.
- Click Invite.
What happens next
- You'll see a confirmation, and the person appears on the Members list with their role and status.
- A person without an account gets an e-mail with a link. Once they create the account, they go straight into the project.
- A person with an account gets a notification and an invitation e-mail. After signing in they see the Invitations window and decide themselves: Join or Decline. If their address isn't confirmed yet, they enter a code from the e-mail before joining. If they decline, you'll be notified.
- A person from outside your workspace becomes its member with the “Member” workspace role after joining.
Changing a role or removing a person: on the Members list, click the edit icon next to the person. On a phone, the Edit member sheet opens. Remove from project asks for confirmation, and for the person's last project it also offers Also remove from the workspace.
Troubleshooting
- The person can't see the project. Check that they accepted the invitation with Join. The Invitations window comes back at every sign-in until they decide.
- The person didn't get the e-mail. It may arrive in the next morning's digest if that's how they set their notifications. The in-app notification appears immediately, so ask them to sign in.
- The investor can't see the project after joining. Check that they switched to the right workspace: workspace list → Open.
- I can't invite anyone. Only the workspace owner and the project manager can invite people.