Inviting Your Project Team

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

Inviting Teammates

  1. Click Team in the navigation panel
  2. Click the + Invite Teammates button in the top right
  3. Select a Role for the user(s) you are inviting
  4. Enter their email address
  5. If needed, add their project responsibilities (e.g. Drywall trade partner) and include a relevant message (these steps are optional) 
  6. Click the Invite Teammates button

Tip: You can invite multiple teammates with the same role by clicking the arrow at the end of the row.

Resending Invites

If a teammate hasn't joined the project yet, you can resend their invite by following these steps:

  1. Click Team in the navigation panel
  2. Click the Options menu to the right of the person you want to resend an invite to
  3. Select Resend Invite

 

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.