Inviting People to a Project
Before you can add users to any projects, you need to add them to your account. People can only see the projects they've been added to. There could be 100 projects on an account but if you only invite someone to one of these projects, they won't know the other 99 exist.
Jump ahead to:
- Invite users to your account
- Add coworkers with a link
- Add someone to a Project
- All-access and Invite-only
- Add someone to archived projects
- Add a client
- Add people from the same organization or company
- Resend an invitation
Only admins can add users to accounts created after September 14, 2022.
Before you can add users to any projects, you need to add them to your account. You can do that right from the Home page. Just click 'Invite people':
You'll need to choose if they're someone at your company, someone from an outside company, or a client:
You can invite multiple people at one time by clicking the '+' button:
Once you click 'Email invitation now', we'll send an invite to those users and you can add them to multiple projects in bulk:
To invite coworkers this way, click the
Invite them with a link instead link located under the the “Email invitation now…” button:
You can also do this in Adminland. Click the
Invite coworkers with a link option located under the Administrators section:
You'll enter your email domain (e.g. widgetwarehouse.com), choose the projects your coworkers should have access to, and toggle on the
Invite link. That's it! You're now ready to share that link with your new coworkers.
All done with that invite link? Toggle off the
Invite link and the link you shared will no longer work.
NOTE: Outside collaborators and clients cannot be invited into an account with this link.
Account owners can see how many coworkers are on the account by viewing their upcoming invoices on their " Handling billing and invoices" page.
On the project's main page, click the
Set up people button right beside people’s avatars.The next screen shows you everyone already on the project.
Click the +Add people button to invite people to the project. You can invite users by name and that field will autofill the users on your account who don't have access yet:
All-access projects make it easy for any of your coworkers to join your projects, without being manually invited. You can just share a link to any item in your project with any non-client user and they'll automatically be added to the project.
When you create a project, set it to All-access to give your coworkers easier access:
You'll know if a project is All-access when it has the badge at the top left of the project:
When you want to share a message or file in your project with someone else, just copy and paste the link. Once they click the link, that coworker will automatically be following that project and see the item you've shared. (Not sure how to get a link to an item? Here's how!)
NOTE: Only creator of a project, as well as account admins/owners, can change its type from Invite-only to All-Access, and vice versa.
Users can also join an All-Access project from the filter on the A-Z directory. Click the row or the "Join" button and you're in:
A team user can give other people on the account access to the same archived workspaces they have access to in one fell swoop. This is done in Adminland then on Add/Remove people. Click the ••• menu button on the right:
You can preview what projects they'll be invited to by clicking on "See all archived projects" before you click to give someone access.
To invite clients into your projects, head to the people page of a project. Scroll to the bottom of that page and click the button to add a client to the project:
Type the client company name, hit enter, then add any client contacts you'd like to invite.
After you add the client, you'll see them highlighted in their own section at the bottom of the people page for that project:
If you need to add someone to several projects and you're worried about all the email invitations they'll receive, you can ask an admin to manage their access instead, which will only produce one email each time their access is updated.
To invite a bunch of people from the same company at once, click the
Pick people from a company dropdown and select the company you’d like to add people from.
Then choose people from that company to be added to the form.
Once you have added those users, you can change their participation type to decide how they get notified of updates to the project.
If one of your users lost their invitation email, or can't remember how to log in, you can help them out!
Set up people button at the top of your project page:
You'll see everyone in the project, and beneath their names, you'll have the option to "Send a link to log in."
Voila! We'll send an email to your user who hasn't accepted their invitation. If they have accepted the invitation already, they'll get linked straight to the login screen.