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Projects & Teams

Invite a member (internal or external) to the project or file

Projects & Teams

Invite a member (internal or external) to the project or file

Projects & Teams

Invite a member (internal or external) to the project or file

Who can do this ?

Only project creators or members with the role of administrator or Lead can invite members to a project.

Steps

Go to the Projects page by clicking on the ‘Briefcase’ icon in the left menu or by going to the following URL:

Choose a project by clicking on its name to open it

Click on the Round icon with member names next to the project name at the top left to display the members panel

or

Go to the DAM page by clicking on the “Folder” icon in the left menu or by going to the following URL:

Choose a project by clicking on its name to open it

Browse folders to go to the relevant folder

Click on the ‘Invite a user’ menu at the top right to open the add members window

Choose the name of the team to add a member to

Enter an email address, user name, or group name to add users to the member list

Add as many members as you want

Choose the role(s) per user

Confirm the addition of members by clicking on the ‘Invite’ button

or

Click on the ‘Silhouette with a plus’ icon next to a team name

Enter an email address, user name, or group name to add users to the member list

Add as many members as you want

Confirm the addition of members by clicking on the ‘Invite’ button

Information

When a user is invited to a project, they receive an invitation by email.

If the user did not have an account before, an account is created for him and he receives his identification and password in the invitation email.