Inviting Your Project Team

Collaboration is a key aspect of Join, so you'll want to invite both your internal team (Employees) and external project team (Partners) to get the most value from Join.

Inviting Teammates

Click the Teams tab, in the top navigation bar
Click the + Invite Teammates button in the top right
Select a Role, for the user you are adding
Enter their email address
If needed add their project responsibilities (e.g. Drywall trade partner) and include a relevant message (these steps are optional)

Tip: You can add multiple teammates at one time, provided they have the same role.

That’s it! Your team is now ready to collaborate together on your project. To learn more about role permissions in Join, check out these articles.