Inviting External Collaborators to Projects

Inviting External FOLIO Collaborators To Projects

These instructions are applicable to adding EXTERNAL FOLIO Team members to projects. Meaning,  if your service provider (dealer, real estate team, A&D firm) is paying for you to use FOLIO, you will the end users or clients, A&D firm designer, A&D firm architect, etc. to the project in this manner. Those users are external to your organization. This video walks you through how to add your internal FOLIO Member team. 

• Login to FOLIO.
• Navigate to the Projects tab (Clients & Projects Landing Page). 
• Locate the project where you need to invite Collaborators. Click to open the project. 
• Navigate to the "Team" tab. 
• Click the pink "plus" button on the top right of the page. 
• Click the "+Add New Collaborator" text at the top. 
• Enter the first name and email of the Collaborator(s) you wish to add.     
  • You can add multiple internal team members at once by clicking the "+ Add another member or collaborator" and selecting additional users to invite following the steps above. 
• Use the trash can next to invitees if you need to remove someone before sending the invitation. 
• Hit the pink "Send Invite" button. 
• You will receive confirmation pop ups the invites have been sent. 

💎 Product Tip: Use the "Resend Invite" button to nudge someone if they haven't accepted your invite. Learn how with THIS ARTICLE. 

💎 Product Tip: You can invite internal and external people to a project at the same time. Learn how with THIS ARTICLE.