Add Deliverable Resources

You can add resources to a project. Once you have added them, you can then invite them to participate in the reviews that are associated with that project. You can assign or modify their roles depending on your project's needs.

To add a project resource:

  1. Log into your account.
  2. In the Navigation panel, click Projects.
  3. On the Projects dashboard, click a project who resources you want to view.
  4. On the Project screen, click the Resources tab.
  5. On the Resources screen, click Default Project Role and select a role.
    If you do not select a role, ConceptShare will use the default role of the resource that you want to add.
  6. In the Add Resource to Project field, enter the resource name or email address. ConceptShare displays a list of names/email addresses that match what you entered.
    If you are adding the resource for the first time, the system prompts you to enter more information about the user.

    ConceptShare then sends the user an invitation to set up the account.