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Each project has a People with access card on its Overview page in Studio.

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Invite someone

1

Open the project's Overview

In Studio, open the project and go to Overview.
2

Enter their email and role

In People with access, type their email under Email to invite and choose Client, Builder or Contractor.
3

Send the invitation

Click Send invitation. They get an email with their link. You can also click Copy link and send the link yourself.
When they click the link, the portal shows Opening your project…, signs them in and opens the project. They don’t need a password.

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Good to know

  • Invitation links last 30 days. To give someone a fresh link, click New link next to their name.
  • The card shows when each person last opened the project.
  • To remove someone, click remove next to their name. Their link stops working straight away, and if they’re signed in they immediately stop seeing files.
  • Invitations are for clients, builders and contractors. Your own team uses Studio accounts.
Anyone who has an invitation link can open that project as the person it was sent to. Send each link only to the person it’s for.