Add & invite users to your project (Premium & Enterprise plans)

Description:

This article covers adding other users to your projects so that you can collaborate and make the most of Insite. Work together to generate lists, assign items to your team and/or contractors and track the progress of rectifications.

Users can be added with one of four roles:

Project Admin
Internal
External
Read only

For a full explanation of the permissions for each role, see User roles & permissions explained (Premium & Enterprise plans).

Notes:

Only Project Admins are able to add and manage collaborators. Other users can only view the collaborators.
For instructions for Starter plans, see Add & invite users to your project (Starter plan).
Collaboration is not available on Personal plans.

Guide:

1. Adding & inviting users by searching for their email address

1.1. From the home screen go to Your project.

1.2. You will now be presented with the project dashboard.

1.3. Tap the Collaborators button in the top right of the screen to view the current collaborators.

1.4. Tap the Blue ⊕ button in the bottom right-hand corner of the screen to open the Add collaborators page.

1.5. Enter the email address/addresses of the person/people who you would like to add to the project in the box under the Search & invite users heading. Note: When entering multiple email addresses, make sure to separate them either with commas (,) or semi-colons (;).

Note: Underneath the search box, you might find a list of the users who are on your organisation list under the From your organisation heading. If you would like to add users from this list, continue with the steps noted under Adding users to your project from your organisation list below.

1.6. Tap Search.

1.7. You will now be presented with the search results. This will consist of either:

A list of the names of existing Insite users who can be instantly added to the project, or
A list of the email address that will be sent invitation emails containing sign up links, or
Both of the above

Note: If you cannot find the user(s), double-check the email address(es) and ask them to check that they are not in private mode.

1.8. Next, choose the desired project role for each user and/or email address by tapping on the role options button.

Note: Of the four roles listed in the Description above, you will only be able to choose to add or invite users from outside of your organisation list with either of the External or Read only roles. Similarly, you will only be able to add or invite users who are a part of your organisation list with either of the Admin or Internal roles.

1.9. Make your choice for each user and/or email address and once you are finished,
tap Add users / Add & invite / Send invites.

Note: Users who are Admins of the plan can only be added to projects with the Admin role.

Note: External and Read only users can be promoted to Internal users by a Plan Admin after they have been added to the project. See Change a collaborator's role (Premium & Enterprise plans).

2. Adding users to your project from your organisation list

Please see Manage plan members for information about your organisation list and how to populate it. To add users to your project from outside of your organisation list, see Adding & inviting users by searching for their email address above.

2.1 - 2.4: Please follow steps 1 - 4 above.

2.5. Your organisation list will be presented under the From your organisation heading. Note: if you do not see any users listed, it may be because all of the users from your organisation list are already on the project, or that you have not yet set up your organisation list. See Manage plan members.

2.6. Select which users you would like to add to the project using the checkboxes.

2.7. Next, choose the desired project role for each selected user by tapping on their default role (you will only see this button after you have checked them!). Of the four roles listed in the Description above, you will only be able to choose to add users under the From your organisation heading as either Project Admin or Internal users.