Invite team members from the team members widget

Invite team members from the team members widget to a project to facilitate collaboration.

If you have permissions, you can add team members to your project.

  1. On the Project home page, select Add +.
    An Invite team member form displays.
  2. Select the Email field to enter an email.
  3. Select the Security role field to view and choose a role from the Security role list.
    • 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.
    Note: Your administrator sets the permissions that control what security roles you see. Users who have paid ProjectSight projects may see different roles depending on their permissions, such as None (contact only), Portfolio Administrator, Standard User, Collaborator, and Power User.
  4. Select Done.
  5. Select the First name and Last name fields to enter a name.
  6. If you have permissions to add companies, select the Company field to enter a company, or select search icon to choose a company.
    Note: If you only have permission to invite users to your own company, the Company field displays as read-only and defaults to your company name.
  7. Enter a phone number in the Cellphone field.
  8. Once all of the required fields are completed, make a selection:

    • 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.

    • To exit the form, select x.