Inviting People to a Project
Step 1: Open the Project
Start by going to the project you want to add someone to. You can usually find your projects on your dashboard or project management area.
Step 2: Access Ptoject Details
Click on the project's name or look for an ellipsis icon ("...") next to the project's name. This will take you to the project's details.
Step 3: Add People
Inside the project's details, choose the column of Members and click the icon of “Manage” ,search for "Add people".
- Click on it to start adding team members or collaborators to your project.
Step 4: Choose Members or Enter Email Addresses
There are two ways to do this:
- Option 1 - Choose from Existing Members: If the people you want to add are already part of your GoBuid account, you can select them from a list. Just click "Manage," then the "Add People" icon, and choose the people you want by clicking on their avatars.
- Option 2 - Enter Email Addresses: If you're inviting people who aren't in your GoBuid account, you can simply type in their email addresses. If you're inviting multiple people, separate their email addresses with commas.
Step 5: Assign Roles and Permissions
Now, you can specify what each person can do in the project. You can assign them roles like Manager, Internal, or External, depending on their responsibilities.
Step 6: Finalize
Once you've chosen the right people and assigned their roles, click "Done." This will send invitations to the selected members or email addresses.