Invite an Owner as a Collaborator

Overview

An Owner can be invited to collaborate on a project through the Project Team / Directory module. If the Owner is already bookmarked in the workspace, the bookmark must be removed before they can be added as a project member.

Prerequisites

• The Owner must exist as a contact in your workspace.

Process

Invite an Owner as a collaborator

1. Add the Owner's contact using the Contacts module.

2. Within the project, navigate to the Project Team / Directory module and click + Add Project Members.

3. Search for the Owner, click Invite, then click Save.

4. The Owner receives a notification that they have been invited to the project.

Invite an Owner who is already bookmarked

If the Owner is already bookmarked (For Record) in the workspace, remove the bookmark before inviting them by clicking the trash icon on the right of the bookmarked entry.

Alternatively:

Click + Add Project Members, then click the X button beside the bookmarked contact's name.

Once the bookmark is removed:

1. Search for the Owner's name.

2. Click Invite, then click Save.