ProjectWise Deliverables Management Portal Help

Adding an Internal Participant

Internal participants are typically people in your internal organization. If this project is a joint venture between two or more organizations, you can add people from your organization as well as other organizations to the internal participants list.

  1. Click the Settings icon to open the Settings page.
  2. Click the Participants tab.
  3. On the Internal tab, click Add new.

    The Add new participant dialog opens.

  4. In the Email field, enter the email address of the person you want to add.
  5. In the Title field, enter a title for the participant.

    The title of "Team member" is entered by default. You can keep the default title or change it now. You can also change the title after you add the participant.

  6. In the Permissions list, turn on the permissions you want the participant to have:
    • View package (on by default and cannot be disabled)
    • Receive package
    • Issue package
    • Approve RFI response
    • Project administrator
    Note: You can only turn on a permission for a participant if you also have that permission; you cannot give a participant a permission that you do not have yourself.
  7. Click Add new.

    If the person you are adding has a different email domain than your organization, a warning message opens. Click Show more information to read the full message.

    Because internal participants are typically from your organization, this is a warning to let you know that, by adding someone from another organization, you are essentially giving another organization access to all of your project deliverables.

    Click Yes if you still want to add the person to the internal participants list.

    If this is not what you want, click Cancel, and consider inviting the person to the external participants list instead, where they would only be able to see the packages they received or created.