Project.co allows you to invite different types of people to your account and projects, each with specific roles and permissions. This guide explains how to invite team members, clients, and freelancers.  Project.co defines several user roles, each with distinct access levels: - : Has the highest level of access, including managing users, projects, and account settings.
- : Internal team members with comprehensive access to projects they are part of, but typically without administrative privileges over the entire account.
- : External users, typically your clients, with limited permissions focused on viewing project progress, discussions, and files relevant to their projects.
- : Often used for freelancers or other external collaborators who need access to specific projects but with more restricted permissions than internal team members.
You can invite new people to your  Project.co account, assigning them a role that determines their default permissions. :
- Navigate to the "People" section of your application.
- Locate and select the "Invite People" button. This action opens the "Invite People" pop-up.
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- In the "Email Address" field, enter the email address of the person you want to invite.
- From the "Role" dropdown, select the appropriate role for the new user: "Team-Admin", "Team", "Client", or "External".
- (Optional) If you want to add the invited person directly to existing projects, select the projects from the "Projects" multi-dropdown.
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- Select the "Invite People" button within the pop-up.
- An invitation email is sent to the provided email address. The recipient must follow the link in the email to set up their profile and access the platform.
- A success message confirms that the person has been invited.
You can also add existing users or new users directly to a project from within the project's details.
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- Go to the "Projects" section and select the specific project you want to add people to.
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- On the project's home page, locate the "Right Column" which displays project details.
- Within this column, you will see sections for "Client", "External", and "Team" people.
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- : In the "Client" section, select the "Edit" button. This opens a pop-up where you can select existing users with the "Client" role or invite new clients by entering their email addresses.
- : In the "External" section, select the "Edit" button. This opens a pop-up where you can select existing users with the "External" role or invite new external collaborators.
- : In the "Team" section, select the "Edit" button. This opens a pop-up where you can select existing users with the "Team" or "Team-Admin" roles or invite new team members.
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- After selecting the people you want to add, select the "Save" or "Add" button within the respective pop-up.
- Notifications are sent to the added individuals, and they are granted access to the project based on their assigned role.
Permissions are automatically assigned based on the selected role. However, for "Team" and "Team-Admin" roles, you can further customize permissions.
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- Navigate to the "People" section and select the name of the user whose permissions you want to manage. This opens their "Person Details" page.
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- On the "Person Details" page, scroll down to the "Permissions" section.
- You will see various categories like "People", "Delete things", "Edit things", and "Create things".
- Within each category, there are checkboxes for specific permissions (e.g., "Can Invite & Edit People", "Can Delete Projects", "Can Edit Tasks").
- Select or deselect the checkboxes to grant or revoke specific permissions. Changes are saved automatically.
If an invited person has not joined or needs a new invitation link:
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- Navigate to the "People" section and select the name of the invited user.
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- On their "Person Details" page, locate the "Re-Invite User" button.
- Select this button to send a new invitation email to the user.