Users and invitations
Add everyone who works on the project, including your own team, the design team, and subcontractors, so they can review submittals, answer RFIs, and receive notifications.
Invite a user
Section titled “Invite a user”- Go to Project Setup → Users.
- Click the invite action.
- Enter First Name, Last Name, Email, and Phone Number.
- Choose a Role: Project Manager, Field, Consultant, or Subcontractor. See Roles and permissions.
- Choose a Vendor (their company). You can create a vendor from the dropdown.
- Add Notes if needed.
- Keep Send Invitation Email on to email them an invitation.
- Click Invite User.
Add users from your directory
Section titled “Add users from your directory”To add people who already work with you on other projects:
- Open Invite Users to [project].
- Search for and select people. Use Select All or Deselect All as needed.
- Set each person’s Role.
- Choose whether to Send Invitation Email.
- Click Invite Users.
People already on the project are marked (Already in project).
Accept an invitation
Section titled “Accept an invitation”Invited users sign in with the invited email address and open Project Invites in the left menu to accept.
Frequently asked questions
Section titled “Frequently asked questions”How many users can I add?
Section titled “How many users can I add?”Contact your account representative or support@submittallink.com about your plan.
Can I invite someone as an owner?
Section titled “Can I invite someone as an owner?”No. The owner is the person who created the project. Invite others as Project Manager, Field, Consultant, or Subcontractor.
Can I bulk-upload users?
Section titled “Can I bulk-upload users?”Yes. The SubmittalLink team can bulk-upload users for you. See Onboarding services.
An invited user didn’t get the email. What should they do?
Section titled “An invited user didn’t get the email. What should they do?”Ask them to check spam or junk. They can also sign in at app.submittallink.com with the invited email and accept from Project Invites.