Within Teamwork, you can invite people to your site before adding them to your projects.
In the site-level People area, go to the People subsection.
In the top right, you have options to invite multiple users at once or add an individual user or contact.
The Invite Users options allows you to invite multiple people to your site at once.
After adding the names and email addresses, you can select the company and user type for the new user(s).
Once you have added the user details, you can then choose which projects to grant them access to, and add a custom message to include in the invitation email.
Click the arrow to the right of the Invite Users button and select Add User from the dropdown menu to create an individual user.
The Add User option allows you to create a user on your site and populate all of their details without necessarily sending them an invitation. In the modal, you will need to set the user's email, name, company, and user type via the Essentials tab.
Additional options in this section allow you to:
- Set the user's working hours
- Choose site-wide hourly billable and cost rates for the user
- Toggle on or off the Send Invite option
- If you do not send an invite when adding the user, you can do so later via the user's profile.
- Allow or prevent email notifications to the user
The other tabs in the modal allow you to add additional information about the user. You can use the Permissions tab to set the user's profile permissions.
Note: When using the Add User option, you will need to grant project access separately via the user's profile.
The Add Contact option allows you to associate a person with a project and store their details for reference purposes. Contacts cannot log in or have tasks assigned to them.
Note: Only site administrators and users with permission to manage people and companies can invite people to your site. If you have enabled the site-level option Project Administrators can create users, project administrators will be able to add users and contacts to your site via the corresponding project's People area.
For more information, see: Teamwork User License Types