Inviting users to your project

Invite a user using the Invite User button

You can only invite users who are already registered in the Global Directory for that instance. 
This option does NOT provide you with a record of who and when a user was invited, as no mail gets added to Sent Items. If you’d prefer to have a record of the invitation, you’ll need to invite the user by sending a project mail.

1. From the main navigation menu click Directory and select Project Directory.
2. Click on Invite User in the top right corner.

3. In the Invite User screen, enter the names of the people you'd like to add and select them.

4. If you want to, tick Send email notification to add a custom message.
5. Click Invite.
6. The users will now be added to the project and will receive an automatic email notification (if you chose to), outlining who has added them and to which project.

Invite a user using Mail

Use this method if you need a record of the invitation in Sent Items.

1. Select the project you want to invite the user to.
2. Click Mail.
3. Create a new blank mail.
4. Select a mail type. General Correspondence is usually fine for this task.
5. Click To or Directory to open the Directory search.
6. In the Search - Directory screen, select the Global tab.
7. Search for the person you want to add to the project.
8. Select the checkbox next to the person’s name.
9. Click To to add the recipient.
10. Click OK.
11. Enter a subject line and message.
12. Click Send.

What happens now?

When the invited user logs into Aconex they will now have access to the project. They'll be able to add documents and send mail for this project provided their Organization Administrator has given them access to do so. 

It's not working. I'm not allowed to invite someone onto this project

Sometimes the project owner or Organization Administrator may prevent you from inviting users onto a project.

If you can't follow the instructions on this page, contact the Organization or Project Administrator.