How to Invite Users in Your Company to a Project

In this article, we are going to show you how to invite users from your company to work on an Extracker project with you.

Note: You cannot add co-workers to a specific project until you have invited them to join your Extracker account. Follow the instructions under "Invite Co-Worker" here: How to invite co-workers to join your company's account to add co-workers prior to inviting them to a project.

Invite Co-Workers

In your Extracker account, navigate to Projects in the left-hand navigation bar.
Click on the project you want to invite co-workers to.
In the left-hand menu click on My Company Users.
Then click Add Team Members.

Click the "Team Member" dropdown list to see active users on your companies account. Click which users you want to add to the Project.
- If the "User" is currently not an active user, you need to add them to your account first by clicking Settings > Manage Users > Add User and following the instructions under "Invite Co-Worker" here: How to invite co-workers to join your company's account

Once entered, click "Add to Project" and our system will send the user an email to join the project.
When inviting, you can adjust permissions for the documents your company users RECEIVE (not sent T&M & COR), and there is more information in this article: Setting Project Permissions

Manage Invites

You can resend an invite by clicking on the "Mail" icon in the Action column.
You can delete an invite by clicking on the "Trash" icon in the Action column.
You can filter your invites by status and company.