1) In the project list, select the project or project folder to which you would like to invite your employees as project or folder members.
2) Click on the figure icon in the top right-hand corner to go to the member overview.
3) An overview of all previously invited project members or, in the case of a project folder, folder members will appear. Now click on the orange plus sign at the bottom right.
4) In the menu that now opens, please select "External".
5) Then click on ‘More options’ to open an overview of the third-party apps and select the desired third-party app here.
Gut zu wissen:
- The recipient is directed to Craftnote via the link created in the third-party app and, after registering free of charge, is directly a project member of the desired project or project folder.
- New external project members can only be invited by a user with the "Supervisor" or "Owner" role assigned in Craftnote.