By default, the Sharing panel displays the original author, which is the user who created the record. If you change the author, only the current author receives notifications.

1. In the Author section, select (More) > Edit.
   • To open the list of ProjectSight users, select Users.
   • To open the list of company and project contacts, select Contacts.
     Tip: To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.
   The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.
2. Select a name.
3. To invite a member, select Invite member.
   This option is available if you have permission to invite members.
   1. In the Email field, enter or select the email address.
      If you select an existing email address, the contact's name, company and default security role are entered automatically.
   2. Assign the member a role as follows:
      • From the Security role list, select a security role to make the new team member a ProjectSight user.
      • 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. Assign a company as follows:
      • In the Company field, select the company.
      • Enter a new company name, and then select Add.
   5. Save as follows:
      • Select Save.
      • Select Save & add another to invite another team member.