Open the Members section to manage your company's team access and roles within the project control system.
Access Members Section
Open the Members section to manage your company's team access and roles within the project control system.
Open Invitation Panel
Navigate to the invitation panel to add new members to your project team.
Select Email Input Field
Focus on the email address input field where you will enter the new member's contact information.
Enter Member Email Address
Type the new member's email address to send them an invitation to join the project.
Set Project Access Level
Choose the access level that restricts the member to only the projects they are assigned to for better security.
Send Invitation Email
Send the invitation to the new member so they can join and collaborate on assigned projects.
Review Team Member Options
Review the team members section to manage invitations, access, and company codes for project collaboration.
Check Pending Invitations
View the list of pending invitations to track who has yet to accept their project access invitation.