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Invite a collaborator to your project

Send an email invitation for someone to join your project with the appropriate access level and optional personal message.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the invite collaborators dialog​

From your project, select the option to invite a new collaborator to open the invitation dialog. The dialog will show your project name and a form for adding invite details.

Open the invite collaborators dialog

Step 2: Enter the invitee’s email address​

Type the collaborator’s email address into the Email field. The system checks that the email is present and correctly formatted before you can send the invitation.

Enter the invitee’s email address

Step 3: Add the invitee’s name (optional)​

Enter the person’s name in the Name field to personalise the invitation. If the name was pre-filled, confirm or update it before continuing.

Add the invitee’s name (optional)

Step 4: Choose the collaborator’s role​

Open the Role dropdown and select Viewer, Member, or Admin to control the level of access the invitee will have to the project.

Choose the collaborator’s role

Step 5: Write a personal message (optional)​

Use the Personal message field to add context or instructions for the invitee. This message is included in the invitation email but is not required.

Write a personal message (optional)

Step 6: Send the invitation​

Review the details and select the Send or Invite button. If any validation errors appear, correct them and submit again. When successful, the invitation email is sent and the dialog closes.

Send the invitation

Last updated: 2026-09-01