The Collaborators tab lets you share a project with others and control their level of access. Collaborators can be added at any time during the project.
Adding a collaborator
- Open the project and select the Collaborators tab.
- Click Add New Collaborator.
- Select one or more roles for the collaborator.
- Set the permission level – Editor to allow edits, or No access to include the collaborator on the project without granting editing rights.
- Enter the collaborator's first name, last name, address, email, and phone number. To use your own account details, select Fill My Account Details.
- Click Confirm.
The collaborator receives an email notification with access to the project.
Contacts added during the application
Any contacts entered during the permit application, e.g., property owners and contractors, are automatically added to the Collaborators tab. You can review and update their permission level at any time.
Changing access
Only the project owner can update collaborator permissions. To change a collaborator's access level, go to the Collaborators tab and update the permission setting for that collaborator.
Note: You cannot transfer a project to another email address. To give another user access, add them as a collaborator instead.