Invite People to an Account

You can invite both people within your organization, and external people, to join an account.

You must be an account administrator.

To invite people to an account:

1. In the Navigation pane, click Accounts.
2. Click the account that you want to manage.
3. On the Members tab, click Add Members.
4. 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.
5. Optional: In the Personal Message field, enter a greeting that you want to include in the invitation email.
6. Click Next.
7. For each person that you selected to invite, enter their name.
   If a person already has an account in Collaboration, this field is automatically populated.
8. Click Finish.
   Invitations to join the account are sent to the selected recipients via email. Each recipient must accept the invitation before they can access any spaces associated with the account. Any recipients that do not have an account for Deltek Collaboration must first create one, using the sign-up link in their invitation email.