Project members consist of internal Users from your Organization (Company) and external Users (Subcontractors, docu tools Users, contacts). This Group is only applicable to the currently Edited Project. If a Member needs to participate in multiple Projects, you must Invite them to each Project separately.
When you are Invited as a docu tools User to a Project, this Project is not counted among your active Projects.
If you want to Invite people from your Company, make sure beforehand that they are already in your docu tools Organization. If the person is not yet in your Organization, they will only be Invited to the Project, but will be a separate docu tools Organization. Read here what the difference is between "Invite User to Organization" and "Invite User to Project."
Invite Internal Users
Internal Users are Members of your Organization.
Open the Project.
Click on
Membersin the left menu.Click on
Invite Member.Click in the Field with the
envelopeicon.Select the persons from the Member List.
A List appears. The Field with the Role is outlined in orange. Select the Role you want to Assign to the Project Member.
Confirm by Clicking on
Invite.
Invite External Users
External Users are docu tools Users outside your Organization.
Open the Project.
Click on
Membersin the left menu.Click on
Invite Member.Enter the email address of the person to be Invited. Click on
Add.A List appears. The Field with the Role is outlined in orange. Select the Role you want to Assign to the Project Member.
Confirm by Clicking on
Invite.
Further Steps for Both Scenarios
The Invited Project Member will receive a notification by email and can now participate in the Project within the assigned Role.
What each Role can Edit, please read here.
All Invited Users are visible in the List of Project Members.