Invite people to a project

Add clients or other outside collaborators to your project.

To share a project with other people outside your company, go to Add participants in the project header. Select a contact (or create a new one). Optionally you can add a personal message that will be included in the email and you can select the permissions. Choose between:

  • Full access (person can edit and remove project resources)
  • View and comment (person can view and comment everything but cannot make changes)

project-participants

When you click on Add to project an email is sent to the contact with your personal message, your branding (if you are a Professional user and have set up your client portal) and a link to the project.


Project participants can then access this project and the project resources and files.