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, click 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 Courtesy Copies section of the panel, click Add.
  2. 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 view all the contacts in the portfolio, select the Include portfolio contacts checkbox.

    • To open the distribution lists of contacts, click 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. To invite a member, click 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 click Add.

    5. Click Save.

      6. —Or—

      Click Save & add another to invite another team member.

  5. Click 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, click 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 click 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, click the side of a contact card, and drag it to a different position.
  • On the contact card, click more_horiz (More) > Remove.

    • This person will no longer receive notifications.