Open the project's details page to manage the companies involved and their permissions
Access Project Document Control
Open the project's details page to manage the companies involved and their permissions
Initiate Adding a Company
Click 'Add company' to open the party invitation dialog.
Choose Invitation Method
Select 'Invite by link' since this consultant company isn't in the system yet.
Specify Consultant Role
Set the role to 'Consultant.
Select Company Email
Move to the email field to specify the consultant's contact address.
Enter Consultant Email Address
Type the consultant's email address.
Generate Invitation Link
Click 'Generate invite link' to create the invitation.
Copy Invitation Link
Copy the generated link. No email is sent automatically, so it must be shared with the consultant manually.