Invite a team member

Invite team members to your project with the onboarding wizard.

You must create a profile and add a project, before you can invite team members.
  1. On the Invite team members page, in the Member field, enter an email for the contact you want invite.
  2. Select the Security Role field to view a list of roles.
  3. On the security role list, select a role to choose it
    • Contributor - (default role) Users with this role have access to edit records in the project they have been invited to. Record type permissions still apply.

      Contributors may not upload designs or create public annotations.

    • Viewer - Users with this role have access to view records in the projects they have been invited to. Record type permissions still apply.
    • Project Administrator - Project Administrators have access to create, edit, and delete records, as well as manage Project Settings.
    • Manager - Users with this role have access to create and edit, and remove records in the projects they have been invited to. Record type permissions still apply.

      Managers may upload designs or create public annotations.

  4. Select Done.
  5. Select Invite to send your invitation.
    Note: A pop-up message displays: Yay! You've invited a team member. Add more.
  6. Invite additional team members,or select Let's go! to start collaborating with your team.
    Note: Processing may take a few minutes. When your information has uploaded, your Project home page will display.
    The Project home page displays.