Adding Users to a Project or Account
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Adding Users to a Project
Users added at the project level are automatically added to the account (but do not have access to the account).
Adding Users to an Account
An administrator can add a person or company directly to the account instead of inviting them to the project.
- Click the Add New button at the top right of the People section.
- Select Person or Company.
The Add dialog box appears.
- Fill in the dialog box.
- Click the orange Add button.
- Look for an email invitation from CxAlloy.
The label Invited will be displayed beside a user’s name until the invitation is accepted.
Resending an Invitation
If a user cannot find their email invitation, you can click the Resend Invitation button at the top right of the user details from project level people section for that user.