Help CenterInviting People
30 Jan 2020 in: PeopleBefore you can start working together on projects, you'll need to invite your team to FM. You'll then be able to assign tasks and allow your clients to track progress.
Inviting Users
- Open People.
- Click Invite people.
- Enter one or more emails.
- Choose a role.
- For Members of your company, select additional permissions.
- For Clients, choose a company they belong to.
- Select Projects you want this user to add to.
- Click Send Invitations.
Note that if you invite multiple users at once, they'll all belong to the same company, have the same user role, and they'll be added to the same projects. You can change that later by editing a user's profile.
Invitation Email
Invited users will get an email with the login link to your FM account.