Adding Internal FOLIO Team Members To Projects

Add Internal FOLIO Team Members To Projects

These instructions are applicable to adding your internal 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 add your internal team to a project with the instructions below. Details on how to invite an external Collaborator user to a project are here.

• Login to FOLIO.
• Navigate to the Projects tab (Clients & Projects Landing Page). 
• Locate the project where you need to add users. Open the project. 
• Navigate to the "Team" tab. 
• Click the pink "plus" button on the top right of the page. 
• Chose the FOLIO Member from the dropdown and set the user's role on the project.  
  • 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" 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.