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Invite a New User

You can invite users to join a project from the User Management page.

Navigation

Open a Project → Click User Management

Invite a User​

Requirements​

  • You must have one of the following roles: ProjectAdmin or DataOwner.
  • You must assign a Project Role to each user before sending the invitation.

Steps​

  1. Open a Project.
  2. Go to User Management.
  3. Click Invite User in the top-right corner.
  4. Enter the user's email address in the Email field.
  5. Click Add.
  6. Select a Project Role from the dropdown. Assign one of the following roles based on the user's responsibilities:
    • ProjectAdmin
    • DesignManager
    • DataOwner
    • ProjectOperator
    • DataAnalyst
    • ReportViewer
  7. Click Invite.
note

You can invite multiple users by adding email addresses one at a time.

caution

Each user must be assigned a Project Role before the invitation is sent.

What Happens Next​

  • The user receives an invitation email.
  • The email contains a secure Accept Invitation link.