From a project page, click the project team icon in the top right navigation bar. This will show you the project team screen, where you can manage project members.
To share a project, click ‘Add Team Member’. From here, select whether the new member is a broker or a client.
Share a project with a broker
To add a broker, select ‘Add Broker’ from the menu. Type the broker’s email address or select from the menu that appears below the field.
Next, select the role. Brokers can have two different roles: editor or viewer.
Editors have full edit access to the project, and can add, edit, and remove surveys and buildings.
Viewers have read-only access and can view, but not edit, all of the work in a project.
Click ‘Add’ to add the broker. They will receive an email asking them to join the project.
Share a project with a client
To add a client, select ‘Add Client’ from the menu. From the screen that appears, enter the email addresses of the people you want to invite, and choose whether to notify the people you’re inviting with an email. You can add a message to the notification in the text field below.
Click ‘Add’ to add the clients to the project. If you selected for them to be notified, they will receive a notification email.
Clients can have one of two roles: client or client lead. You can set that from the project team window by changing the role.