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Invite someone to your project

Send an email invite so a colleague, contractor, or client can get into your project and see what they need to.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the invite screen​

Select the button or menu option to invite someone. This opens a form, and you should see your project's name at the top so you know you're inviting them to the right place.

Open the invite screen

Step 2: Enter their details​

Type in the person's email address and, if you like, their name too. Double check anything that's already filled in is correct before moving on.

Enter their details

Step 3: Choose what they can do​

Open the role dropdown and pick Viewer, Member, or Admin. Each option has a short description of what that person will be able to see and do, read it before you decide.

Choose what they can do

Step 4: Add a message (optional)​

Want to explain why you're inviting them or what you need from them? Add a short personal message here.

Add a message (optional)

Step 5: Send the invite​

Select Send or Invite. If the email address is missing or wrong, you'll see a message telling you what to fix. Otherwise, the invite goes out and the form closes.

Send the invite

Last updated: 2026-07-04