To invite a participant to a project, follow these steps:
To add participants to a project, you must have the role of Company Admin. You can see your current role at the top right of the screen under your name.
Choose the project from the project list to which you want to invite a participant.
Select Project Participants from the menu.
Click the Add Project Participants button.
Choose How to Add Participants:
In the dialog that appears, you can add participants in three ways:New Participant:
If the user is not registered in the company, enter the participant's email address.Existing User:
Search for the name of an existing user in the company.From Project:
Search for the name of a project from which you want to invite all participants to the selected project. The number of participants in that project will be displayed.
Click the Add button to include the participants in the list of pending invitations.
If you want to invite the added users to more than one project, use the Add to Multiple Projects button. You can search for and select additional projects where these users should participate.
Click the Confirm button to send invitations to the users.
Account Verification (if needed):
If a user is not registered in the system, they will receive an email to verify their account. Until the account is verified, the user will appear as an "Invited User" in the project participants list. Once verified, the project will appear in the user's project list after logging in.
For users already registered, no email will be sent, and the project will appear in their project list after the list is refreshed.
A new participant added to a project will not have any tags assigned automatically. These must be manually added under Project Participants to control which folders are visible and which features are accessible in the File Manager.