New "Team" view!
The new Team view gives you an easier way to manage invitations, pending invitations, and user permission levels within the project.
Invite a person to a Project
There are two ways to invite people to a project through the web platform, the first is if the person is already in Infobric Field from before and the other how you invite a whole new user.
Go to the project where you want to invite a new person and follow these steps:
Click Team in the menu on the left.
Click Invite new member in the upper-right corner.
Here, you can either select an existing user from the dropdown list or click Invite new persons to invite someone new.
Existing user in the system
If the user already exists in the system, follow these steps:
Select the person from the dropdown list or search for their name.
Click Select role and choose the appropriate permission role for the user.
Click Add to project.
New user in the system
If the user has not used Infobric Field before, click Invite new persons.
Fill in all required fields:
Name
Last name
Invite user by (By e-mail or By phone)
Email
Language
Role
Click Invite in the lower-right corner.
Pending invites
For a clear overview of the people who have been invited to the project, the role they have been assigned, and the time of the invitation, you can go to Pending Invites, see the image below.
In this view, you can also revoke the invitation or copy the invitation link to forward it to the relevant person.
