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In a drawing set, you can add people to the courtesy copies list. They have access to the drawing set but aren't required to take any action on it.
To view the courtesy copies
- Open the drawing set.
- In the Information panel, expand the Courtesy Copies section.
Adding courtesy copies
When you add a courtesy copy to a draft drawing set, the drawing set automatically changes to the next workflow status in the list. If the notification setting is on, courtesy copy recipients receive an email when they're added.
To add a courtesy copy
- In the Courtesy Copies section of the panel, click Add.
- Open the list of users, contacts, or distribution lists.
- To open the list of ProjectSight users, click Users.
- To open the list of company and project contacts, click Contacts.
- To open the distribution lists of contacts, click Distribution list.
- Select the checkbox for one or more names or distribution lists.
- To invite a member, click Invite member.
- In the Email field, enter or select the email address.
- From the Security role list, select a security role to make the new team member a ProjectSight user.
- In the First name and Last name fields, enter the name.
- In the Company field, select the company.
- Click Save.
- Click Done.
Tip
To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.
The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.
This option is available if you have permission to invite members.
If you select an existing email address, the contact's name, company and default security role are entered automatically.
—Or—
Select None (contacts only) to make the new team member a project contact.
—Or—
Enter a new company name, and then click Add.
—Or—
Click Save & add another to invite another team member.
Editing courtesy copies
To reorder the courtesy copies
- In the Courtesy Copies section of the panel, click the side of a contact card, and drag it to a different position.
Deleting courtesy copies
To delete a courtesy copy
- On the contact card, click more_horiz (More) > Remove.
This person will no longer receive notifications.