Follow these steps to invite a user:
To invite new users, you need to have the role of Company Admin. You can see your current role at the top right next to your first and last name.
Select the project from the project list that you want to invite a participant to.
Choose Project Participants.
Click the Add Project Participant button.
In the dialog that appears, you can add participants in three different ways:
Note that project participants not get access to the design tool.
New Participant
If the user is not registered in the company, enter the email address of the new participant.
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 all participants to be invited to the selected project. Here, you can see how many participants are in that project.
Click the Add button to add the participants to the list of invitations to be sent.
If you want all your added users to be invited to more projects than the current one, you can do so via the Add to Multiple Projects button. There, you can search for all the projects that the users should participate in.
Click the Confirm button to create the invitations for 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.