This guide outlines how Administrators can add users from within or outside the organization and invite them to a project.
Prerequisites
Before adding a user, ensure that:
Your Role must have 'Admin' permission for 'Project Administration' (or you are a Subscription Admin)
The Add Roles configuration is complete
The Project the user will be accessing has already been created
Relevant Links:
Important Notes
Users vs. Contacts:
Users have a username/password and can log in to CivilPro.
Contacts (e.g., recipients of Contract Notices) cannot log in.
Conflict Prevention: If a person exists in your Contacts register, you can promote the Contact to a user or you will need to remove their email address or delete the contact entry before inviting them as a User. Failure to do so may cause login errors. Once added as a User, they are automatically added to the Contacts register.
Default Role Permissions: If you'd like to reset your Client-facing Role permissions (originally titled 'Client') to default permissions, find those in this guide here.
User Types
Users: Typically internal staff with "Add" or "Edit" permissions. These occupy a paid seat.
Associate Users: Typically external parties with "View Only" access. These do not occupy a paid seat.
There are two ways to add a user:
- Using Team
- Using Project Setting
Method 1: Using the Team Menu
1. Select the relevant project from the project list.
From the Main Menu, select Team.
2. Click ADD USER.
3. Complete the invitation fields:
-
Select User or Enter E-mail: Select an existing user from the dropdown or type the email address for a new user.
Note: Do not copy and paste the email for an existing user.
Role: Select the appropriate role.
Project: Verify the project selection.
Click SEND LINK.
The invitation will appear in the 'Pending Invitations' folder until accepted.
Method 2: Using Project Settings
1. Click the Wheel icon (Settings) next to the relevant project.
2. Navigate to the Users tab and click Add User.
3. Complete the invitation fields:
Select User or Enter E-mail: Select from the dropdown or enter a new email.
Role: Select the appropriate role.
Click SEND INVITE.
4. If the invite has not been accepted by the user, the 'Pending Invite' tab will appear next to the role.
Invitation Acceptance
New Users: Will receive an email containing a link to set up their profile.
Existing Users: Will receive a link to accept the invitation and log in with their existing credentials.
Pending invites are indicated by a 'Pending Invite' tab next to the user role until accepted.