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1. Launch your Project and open the Members page, then click + Add Member.

2. Enter the user’s email address and assign a Project Role (see Understanding Project Roles).

3. Click Submit to continue.

4. Follow the prompts to review the provided information. Click Send to complete the invitation, or Cancel to exit without sending.

   1. If the invited member already has a user account on the platform, they are added to the Project immediately and their member details will appear in the Project members page. The member will receive an email notification that their new Project access has been granted.

   2. If the invited member does not already have a user account on the platform, they will receive an email with instructions on completing their account registration. For details on this process, see Getting Started with a Project.

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A Project Administrator can cancel a sent Project invitation if the user has not yet activated their Pilot account. (If the member has already activated their user account, they can be removed from the Project. See Removing Members from the Project).

1. Navigate to the Project and click Members > Invitations.

2. Locate the Project member invitation, click the Action icon (three dots), then Expire.

3. Confirm you wish to cancel the invitation and click OK to proceed or Cancel to exit.

4. The link provided in the user’s invitation email will be immediately deactivated and cannot be used to register their user account or join the Project.

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