To give an existing user access to another project, there's no need to send an invite – just link them to the project. Next time they sign in, they'll see the project with the Role you assign.
Please note this process does not apply to new users who have never been invited to CivilPro. For adding new users, please see Add (Invite) Users.
Instructions:
1) Click on Team on the Project Register page.
2) Click to select the user in question. Please note that you can add only one user at a time. To assign a role to several users at once, use Bulk Assign Role in the Team screen.
3) On the right panel, click the “Related Items” icon, then the same icon next to the project you want to link.
4) Select the appropriate role of the user for the project. Please note that each user should only be assigned one role for each project to avoid any conflicts in permission levels. Click “Save”.
5) You can now see that the user has been linked to the project and its role under the project name on the right panel.
You can also unlink the user from the project if necessary by clicking on the “unlink” icon next to the role.
Next steps
Related user management:
- Change a User's Role – swap a user's Role on a project they're already linked to
- Assign a Global Role – give a user consistent permissions across every project instead of linking one-by-one