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Adding a participant to a project
Adding a participant to a project

How to add a client, collaborator, or team member to a project workspace

Updated over a week ago

To communicate with clients, collaborators, and team members via the activity feed or send them any type of file, you'll first need to add them to your workspace as participants. Once you add their name, email address, and other contact info, they'll receive all messages and will have full access to the files and communication within the workspace.



To add a participant to a project:

📣 NOTE

If you haven't yet sent a file in the workspace, participants are simply added—they won’t receive any notifications until you send them a file or a message via the activity feed.

If you’ve already sent a file in the workspace, clients you add will automatically be sent an email invitation to join the workspace. Once they access the project they’ll be able to view all files and activity feed messages in the workspace that were sent prior to their arrival.

1.  First, navigate to the project that requires an additional participant.

  • Search via the search icon in the top left corner of your home page, or select the Projects tab to review your full list of projects.

  • Creating a new project? Learn how here.

2.  Just below the project header, you'll find the current project participants. Click + Add.

3.  Select the participant's role: client, collaborator, or team member.

📚 Tip

Not sure which role to select? Check out this article.

4. Add the required participant details.

  • Client: You'll have the option to either create a new client or add an existing one. If creating a new client, enter their name, email address, and any other details.

  • Collaborator: Enter the collaborator's email address, name, company type, company name, and any other details.

  • Team member: Select the existing member(s) of your team to add to the workspace.

4.  Click Add.

The participant will be added to the project workspace, where they can view details and take specific actions based on their assigned role.





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