How to Invite a Partner to a Project?

To invite someone (employees, colleagues or customers) to your project, you must share the project or invite the selected person.

Each project tile has a green arrow symbol at the bottom right .

Clicking on it, opens the “Share Project” window. Here you can choose from your existing contacts and employees or invite a new contact by e-mail. Directly above the search bar you can also select which role should be assigned to the person. You have the choice between reader, employee and pilot.

You can also invite someone via the three-point menu at the top right.
To do so, select the option “Share project”. The “Share projects” window will open again and you can select one or more persons. In addition, the “Share Projects” window will open automatically if you want to assign positions listed in the employee area.