Inviting Internal Members and External Collaborators FOLIO Users To A Project At The Same Time

Inviting External FOLIO Collaborators To Projects

These instructions are applicable to adding Internal FOLIO Members and External FOLIO Collaborators to projects at the same time. Meaning, if your service provider (dealer, real estate team, A&D firm) is paying for you to use FOLIO, you will add both your internal teammates and the end users or clients, A&D firm designer, A&D firm architect, etc. to the project in this manner. 

• Login to FOLIO.
• Navigate to the Projects tab (Clients & Projects Landing Page). 
• Locate the project where you need to invite Members and Collaborators. Click to open the project. 
• Navigate to the "Team" tab. 
• Click the pink "plus" button on the top right of the page. 
• Use the "Member" Dropdown on the slide out to pick your internal team Members. 
• Click the "+ Add another member or collaborator" text on the slide out below your first selection. 
• In the next row, you can add an additional Member or click the "+ Add new collaborator" to add an external Collaborator to your project. . 
• 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.