How to invite a colleague to a project and choose their role
A project usually involves several people: a designer, a procurement specialist, a manager, sometimes the client. In ArchiBoard you invite each of them by email and choose a role. The role decides what the person sees and can change.
- 1
Open the project team
Open the project and go to «Team». Click «Invite member».
- 2
Enter the email and role
Enter the email and choose a role: «Project manager» (full access), «Designer» (can edit content), «Procurement» (can edit the estimate) or «Client» (view only).
- 3
Send the invitation
Click «Send invitation». The person gets an email with the project name. Until they accept, the invitation is listed under «Pending invitations».
- 4
Change the role or remove access
You can change a member's role in «Team members». There you can also remove a member from the project or revoke a pending invitation.
Good to know
- A project manager can change project settings and content and invite others.
- A designer creates and edits rooms, items and tasks but cannot change project settings.
- A procurement specialist manages estimate items and order statuses but cannot change rooms, tasks or project settings.
- If a member leaves the project, the project is not deleted.
- To let a client see the estimate without signing up, it is easier to send them a client portal link.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.