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How to invite customers to your Project?
How to invite customers to your Project?

This article describes how to invite your customer to your Engraffo Project

Gary Williams avatar
Written by Gary Williams
Updated over a week ago

Inviting your customer to your Engraffo Project is the first step to maximizing reader engagement and is very simple.


While you can invite your customer to join your new Project at any Project stage, we recommend inviting them only after any required customization is completed. Once your Project is fully prepared, we recommend updating the Project from Draft status to Customer Review status prior to inviting your customer.

To advance your Draft status, simply click on Manage Project in the upper right corner of your Project page, click on Change Status, choose Customer Review from the drop-down selector, and click Save.


From the Project Overview tab on your Project page, simply click on the purple 'Click here to invite a customer' button.

This will prompt the following modal to appear:

Enter the email address of your customer and craft a personalized message (optional), and click 'Invite Team Member to Project'.

That's it - your invitation has been sent! Your customer will receive an email with your Project details, personalized message, and a link to log in or register with Engraffo. There will also be a link to access the Project without registration using a Preview Code, which is also supplied in the email (and referenced on your Project page).

After the invite...

After inviting your customer, your Project page will continue to display 'No Customer Assigned' until your customer has received your invite and registered their team on Engraffo. Once this action is completed, you will see your customer's name, team name, and Project reference.

Only one customer can receive and accept your Project invite. However, they can subsequently invite additional members to their team, each having full customer access to that Engraffo Project. Additional team members could include members of their same organization, or in the case of intermediaries (agencies, med comms, etc.), their life science or downstream customers.

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