Invite people to a project
Anyone in a project can invite people to it. You choose each person’s access level, up to your own.
- Open Invite People. In a project, tap Contacts in the toolbar, then Invite People: that project is already picked under Projects. To invite to several projects at once, tap Add project.
- Under People, type an email address and tap return. A comma or a space works too, and you can paste a whole list. On a phone or tablet, From phone contacts lets you pick people instead.
- Under Invite as, pick Manager, Crew or Viewer. To give one person a different level, tap their address (click it on a Mac) and pick theirs.
- Tap Send invite, or Send invites for more than one person.
- Invites sent lists who was invited to which project. Tap Invite more, or Done.
You can also open Invite People from the menu (under Project List), from the ⋯ on a project’s card, and from Invite someone new when you choose who a task is for or start a new message.
What happens next
Section titled “What happens next”Each person gets one email naming every project you picked. If they already use ProPlans, they’re notified in the app too, and each project in the email opens straight in ProPlans. Someone new signs up from the email with their address filled in, and finds the projects in their list once their email is verified. See Create an account.
Until they join, they show in the project’s Contacts as pending, with the level you gave them.
Who can invite at which level
Section titled “Who can invite at which level”| Your level | You can invite people as |
|---|---|
| Admin or Manager | Manager, Crew or Viewer |
| Crew | Crew or Viewer |
| Viewer | Viewer |
Nobody is invited as an Admin. With several projects picked, the one where your level is lowest sets the choice, and a line under Invite as names it. See Roles and access levels.
Good to know
Section titled “Good to know”- Up to 100 people and 50 projects at once.
- No connection? The dialog says Waiting for a connection: the invites go once you’re back online, and show as waiting in Contacts until then.
- You need a verified email address to invite anyone. If yours isn’t, you’re asked to Verify it from your profile, and the invite waits in your Outbox.
- A project archived for everyone takes no new people until it’s restored.
- Changed your mind? Swipe the pending invite left in Contacts (or use its ••• on a tablet or Mac) and tap Remove. See Remove someone.