Inviting Users to a Project
- Mojib Javadi
- Jonathan Gane
The most common Project-related user management task for a Platform Administrator is inviting the first Project Administrator after Project setup. Thereafter, the Project Administrator can take over management of Project membership, although the Platform Administrator can still support them by sending Project invitations on their behalf.
Instructions
Launch the Project and open the Members page, then click + Add Member.
Enter the user’s email address and select the Project Role as “Project Administrator” (or other role if adding new members later on behalf of the Project Administrator).
Note: an email address can only be used for a single user. If the user’s email address has already been used in an invitation, a warning is displayed.Click Submit to continue. In the confirmation pop-up window, review the provided information and click Send to complete the invitation, or Cancel to exit.
The invitation acceptance steps and additional details on adding other users to a Project are described in Adding Project Members and Logging in and out.
An invitation link is valid for 30 days. If the invitation link expires, or the user lost or deleted the original email invitation, restart the invitation process.