Courtesy copies

In a record, you can add people to the courtesy copies list. They have access to the record but aren't required to take any action on it.

  1. Open the record.
  2. In the Information panel of the module, select View assignments or courtesy copies, and then expand the Courtesy Copies section.

    3. —Or—

    In the Information panel of the full record, expand the Courtesy Copies section.

When you add a courtesy copy to a draft record, the record 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.

  1. In the Add Courtesy Copy dialog, hover over the profile picture or initials.
  2. In the contact popover, select the contact information that you want to copy.

    3. The contact information is copied to your clipboard.

  1. In the Courtesy Copies section of the panel, select Add.
  2. Open the list of users, contacts, or distribution lists.
    • To open the list of ProjectSight users, select Users.
    • To open the list of company and project contacts, select Contacts.

      • To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.

    • To open the distribution lists of contacts, select Distribution list.

    The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.

  3. Select the checkbox for one or more names or distribution lists.

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

  4. To invite a member, select Invite member.

    5. This option is available if you have permission to invite members.

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

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

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

      3. —Or—

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

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

      5. —Or—

      Enter a new company name, and then select Add.

    5. Select Save.

      6. —Or—

      Select Save & add another to invite another team member.

  5. Select Done.

If you've been copied on a record, you can add a comment and link items to it by replying to the email notification.

  1. Open the email notification, and create a reply.

    2. In the email notification, select Reply.

  2. In the reply email, enter your comment above the indicated line.

    3. To include a web link, enter the URL in the reply. In ProjectSight, you can't select the link, but you can copy and paste it into a browser.

  3. Attach files to your response.

    4. The files will be linked to the comment in the record.

  4. Send the reply.

    5. The reply is added to the Comments tab of the record.

  • In the Courtesy Copies section of the panel, select the side of a contact card, and drag it to a different position.
  • On the contact card, select More icon (More) > Remove.

    • This person will no longer receive notifications.