Team members

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

  1. Open the settings.
  2. In Project settings section of the menu, select Team members.
  • In the search field, enter the search terms.

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

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

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

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

    2. —Or—

    On the project banner, select Invite members.

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

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

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

    4. —Or—

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

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

    6. —Or—

    Enter a new company name, and then select Add.

  6. Select Save.

    7. —Or—

    Select Save & add another to invite another team member.

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

    2. —Or—

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

  2. In Project settings section of the menu, select Team members.
  3. On the project banner, select the arrow on the Invite button, and then select Portfolio users.
    4. Button to invite portfolio users

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

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

    5. 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.

  5. Select the checkbox for each portfolio user that you want to invite to this project.
  6. From the Security role list, select the user's security role for this project.
  7. Select Invite.
  1. Open the team member settings.
  2. On the row of the team member, select Resend icon (Send).

You can update the information for your team members.

  • You can only edit the email address for team members without an assigned security role.
    • Contributor permissions for team management

    Team member without an assigned security role

  • After you assign a security role to a team member, you can't change it back to back to None (contact only).
  1. Open the team member settings.
  2. In the team members list, select Edit icon (Edit).

    3. You can also edit the information directly in the grid.

  3. Edit the information for the contact.
  4. Select Save.
  1. Open the team member settings.
  2. If the Workflow Role column isn't displayed in the grid:
    1. On the toolbar, select Column selector (Columns).
    2. Select the Workflow role checkbox.
    3. Select Apply.
  3. In the Workflow role column, select the role.

You can remove team members if they're no longer part of your project.

  1. Open the team member settings.
  2. In the members list, select Remove icon (Remove) next the team member.

    3. —Or—

    Select the checkbox for one or more team members, and then select Remove.

  3. In the confirmation dialog, select Remove.