Invite team members from the team members widget
If you have permissions, you can add team members to your project with the Team members widget.
- On the Project home page, select Add +.An Invite team member form displays.
- Select the Email field to enter an email.
- Select the Security role field to view and choose a role from the Security role list.
- Select Done.
- Select the First name and Last name fields to enter a name.
- If you have permissions to add companies, select the Company field to enter a company, or select
to choose a company.
Note: If you do not have permissions to add companies, the Company field displays as read-only and defaults to your company name. - Enter a phone number in the Cellphone field.
- Once all of the required fields are completed, you can:
- Select Invite to send your invitation and return to the Team members list.Note: A confirmation pop-up message displays even if you have navigated to another page.
- Select Add + to invite the team member.Note: The form clears and your invitation is sent. A confirmation pop-up message displays: Invite request was sent successfully.
- Invite additional team members.
- Select Invite to send your invitation and return to the Team members list.
- To exit the form, select x.