Inviting Users

Owner & Manager only

Inviting users requires Owner or Manager permissions. Members cannot add users to projects or the account.

This guide covers adding users to projects from the Accounts Page. To remove users or change their roles, see the Edit dropdown on the USERS tab. For the full permission model, see User Permissions.

Inviting a User to a Project

User invitations are managed from the Project Info Panel on the Accounts Page.

1. From the Accounts Page, click the green circle icon on the left of the project row to open the Project Info Panel.

   (Green circle icon on a project row)

2. Click the USERS tab, then click Add/Invite.

   (USERS tab in the Project Info Panel)

3. Enter the email address of the invitee (separate multiple addresses with a comma).

4. Select a Role:

   • Project Manager — full project management access
   • Editor — can view and make changes
   • Viewer — can view but not edit

5. Optionally add an Invite Message.

6. Click Add/Invite to send the invitation.

   (Invite to Project form)

The System Output box shows the result — success, already exists, or error.

New vs Existing Users

New users (not yet registered) receive an email invitation and are automatically added after they create an account. Existing users see the project in their dashboard immediately.

Adding Account Managers

Account Managers have access to all projects and are automatically included in new projects.

1. From the Accounts Page, click the MANAGERS tab.

2. Click Add Manager.

   (MANAGERS tab)

3. Enter the email address, select a role, and click Add/Invite.

   (Invite to Account as Manager form)

Full Access

Promoting someone to Account Manager gives them access to all projects and the ability to manage other users. Only use this for team leads or administrators.

For full details, see Managers.

Troubleshooting

Issue	Solution
User doesn’t see the project	Check the System Output to confirm the invitation succeeded; verify the correct email was used
User can’t edit	Confirm they have Editor or Project Manager role, not Viewer
Can’t find the invite form	Open the Project Info Panel from the Accounts Page (green circle icon), then click the USERS tab

Related Topics

• User Permissions — Detailed permission reference
• Managers — Managing Owners and Managers
• Members — Viewing all users with account access