Add Colleagues

1. Add a Colleague

1. In your organization, go to "Colleagues."

2. Click New User.

3. Enter the email address and select a role.

4. Click Save. The colleague will receive an invitation email.
   

Are you getting an error message? If so, it’s possible that the colleague has created their own organization. In that case, invite your colleague via “Invite existing users.”

⚠️ Note: The user will be transferred to your organization. Any files in the invited colleague’s organization will no longer be accessible afterward.

💡 Tip: Want to add multiple colleagues at once? Paste a list of email addresses, each on a new line.

2. Adding Colleagues to a Project

You can add a colleague to a project in three ways: through your organization, through the project, or through a group

2.1 Adding a colleague to a project via the organization

1. Go to “Colleagues” in your organization

2. Go to Users

3. Check one or more colleagues

4. Select “Add to Project”

5. Select one or more projects

   

6. Select "Link"

2.2 Add a colleague to a project via the project

1. Go to the relevant project.

2. Go to Project Members

3. Go to Members

4. Select "Invite … colleagues"

5. Click in the field for the role you want to assign to your colleague in the project.

   

6. Search for or enter the name of the colleague you want to add.

7. If desired, add a message that will be included in the invitation.

8. Select Save and Close

2.3 Adding a Colleague to Projects via a Group

If your organization uses organizational groups, add the colleague to the appropriate group. The colleague will automatically gain access to the projects of which this group is a member.

Want to learn more about organizational groups? Read the following article: “Creating and Managing Organizational Groups”