Invite team members with the quick add menu

If you have permissions, you can invite team members to your project with the Quick Add menu.

Quick add menu: invite a team member

  1. On the Project home page, select + on the navigation bar to open the Quick Add menu.
  2. Select Invite team member.
    An Invite team member form displays.
  3. Select the Email field to enter an email.
  4. Select the Security role field to view and choose a role from the Security role list.
  5. Select Done.
  6. Select the First name and Last name fields to enter a name.
  7. If you have permissions to add companies, select the Company field to enter a company, or select search icon to choose a company.
    Note: If you do not have permissions to add companies, the Company field displays as read-only and defaults to your company name.
  8. Enter a phone number in the Cellphone field.
  9. Once all of the required fields are completed, you can:
    • Select Invite to send your invitation and return to the Team members list.
      Note: A confirmation dialog message displays even if you have navigated to another page.
    • Select Add + to invite the team member.
      Note: The form clears and your invitation is sent. A confirmation dialog message displays: Invite request was sent successfully.
    • Invite additional team members.
  10. To exit the form, select x.