Team members

You can manage your project users and contacts in one place.

To open the team member settings

Open the settings.
In Project settings section of the menu, select Team members.

To search for a team member

In the search field, enter the search terms.

The search terms apply to all the text in the grid.

Security roles

In the team member settings, you can assign a security role, which determine the permissions of ProjectSight users.

Account Owner

View, create, edit, and delete records
Manage account settings and project settings
Upload drawings
Edit published drawings
Create public annotations

This role is assigned automatically to the user who creates the project.

Contributor

View and edit records
Can't upload drawings
Can't edit published drawings
Can't create public annotations

Manager

View, create, and edit records
Upload drawings
Edit published drawings
Create public annotations

Project Administrator

View, create, edit, and delete records
Manage project settings
Upload drawings
Edit published drawings
Create public annotations

Viewer

View record details
Can't upload drawings
Can't edit published drawings
Can't create public annotations

Inviting team members

You can invite people to collaborate in your project as a ProjectSight user or a project contact.

To invite a team member

In the team member settings, select Invite on the toolbar.

—Or—

On the project banner, select Invite members.

In the Email field, enter or select the email address.

If you select an existing email address, the contact's name, company and default security role are entered automatically.

From the Security role list, select a security role to make the new team member a ProjectSight user.

—Or—

Select None (contacts only) to make the new team member a project contact.

In the First name and Last name fields, enter the name.
In the Company field, select the company.

—Or—

Enter a new company name, and then select Add.

Select Save.

—Or—

Select Save & add another to invite another team member.

To bulk invite portfolio users to a project

On the project selection page, select (Settings) on the project tile or row.

—Or—

In the project, select (Settings) on the banner.

In Project settings section of the menu, select Team members.
On the project banner, select the arrow on the Invite button, and then select Portfolio users.

The Bulk invite dialog displays the users from your free projects who haven't been invited yet to the current project.

To filter the list of portfolio users, enter a term in the search field.

The search term is applied to each column.

If you select the checkboxes for some users and then enter a search term, those users remain selected even if they're not visible in the filtered list.

Select the checkbox for each portfolio user that you want to invite to this project.
From the Security role list, select the user's security role for this project.
Select Invite.