Invite team members to your project

After creating your project and creating security roles, you are now ready to invite team members to your project.

Goal: Invite a user to your project

1. To open the portfolio settings, click menu (Navigation), and then click settings (Settings) by the portfolio name.
2. On the settings menu, click Users.
3. On the navigation toolbar, click add_circle (Create).
4. In the Add User panel, enter your user's details.
• Email address: The invitation email is sent to this address.
• First Name and Last Name: If your user already has a Trimble Identity account, the first and last names are added automatically.
• Company: For new portfolios, only your company will be listed.
• Default Security Role: The default security role will assigned to the projects that the user is given access to.
5. In the Project Permissions section, select the project to give your user access.

Your user is automatically given the default security role.

6. To assign a security role for the project other than the default one, select it from the dropdown list.

7. Click Save.

The user will receive a welcome email where they are invited to join your project.

Administrators: Ready to collaborate with drawings?

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