To Invite an External Participant to a Project To Invite an External Participant to a Project (portal)

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

    or

    Click the Add participant menu and select Invite external.

    The Invite external participant window opens.

  4. In the Contact email field, enter the email address of the person you want to invite to be a participant in this project.
  5. The Subject field is filled in by default. You can leave the supplied text as is or change it, but you must have some text in the subject.
  6. Optional: In the Message field, enter a personal message to the person you are inviting.
  7. Click Send.

An invitation is sent to the person at the specified email address. The email contains an option for the person to either accept or reject the invitation.

On the External tab, the person is added to the list with an Invitation status of Not accepted yet, until they either accept or reject the invitation.