Collaborators that are invited to multiple projects
Inviting Collaborators
There is an Invite button in the Collaborator panel on your Plan tab
Clicking it, will bring up a modal. Anyone with an email address can be a collaborator on an account.
Name - You can set their name yourself, or leave it blank, and they will have the option to input their own name once they get into the Project
Role - If you have roles set up on your account already, you can assign a role to your collaborator during the invite step
Custom Message - this is the message that will appear in their invite email
Collaborators that are invited to multiple projects
You are able to invite the same collaborator emails to multiple projects. Your collaborators will be able to access a collaborator dashboard that lists all of the projects they have access to.
They will need to click on the switch projects button in the top nav bar
On that page, they will be able to see a full list of all their projects they have been invited to
Collaborators with multiple projects can also click on the small arrow to the side of that button at the top for a quick menu to navigate between projects
Inviting Licensed Users
You can still invite Licensed Users from the Clients tab on the Invite Collaborators modal. If you enter their email address, the app will be able to check if they are a User and will not create duplicate entries for that email
An easier way to invite a Licensed User, however, is to use the Your Team tab in that modal. If they are already a User on the account, their email will be saved and can be more easily selected from the dropdown list.
Adding Licensed Users to your Account
- Navigate to Settings > Manage Users
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Invite as many Licensed Users as you have available seats using the + Add a New User panel
Read this troubleshooting guide if you are having trouble inviting a Licensed User to your account