You can invite people to join a space to collaborate with other project members. You can invite people from within your organization, and from outside your organization.
You must be a space owner.
To invite people to a project space:
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In the Navigation pane, click
Spaces.
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Click the project space that you want to manage.
To search for a project space, enter the name in the
Search Spaces field.
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Click the Manage tab.
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On the Members section header, click
.
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Do one or both of the following:
- To invite a person from within your organization, enter the person's name in the
Add Members field. When the person's name appears, click it to add the person to the invitation list.
- To invite a person from outside your organization, enter the person's email address in the
Add Members field, and then press the ENTER key.
You can copy and paste multiple email addresses into the
Add Members field. If you do, you must ensure that each email address is separated by a common delimiter.
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In the
Personal Message field, enter a greeting that you want to include in the invitation email.
This step is optional, but it allows you to provide a more personalized approach when inviting people to a space.
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Click
Next.
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For each person that you selected to invite, enter their name, and the organization they belong to.
If a person already has an account in
Collaboration, these fields are automatically populated.
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Click
Finish.
Invitations to join the space are sent to the selected recipients via email. Each recipient must accept the invitation before they can access the space. Any recipients that do not have an account for
Deltek Collaboration must first create one using the sign up link in their invitation email.