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Guides Project collaborators

Guides

Who can open this bid

Project Collaborators is who can open this bid. Invite by email. Guests see that Project, not the org. Share is named people, not a public link.

Project → Collaborators is who can open this bid. Organization → Members is the company directory: organization members. Mixing those is how a guest ends up in payroll, or a shop estimator never sees the hospital set.

Everyone signs in as themselves. You invite by email. You do not create their login.

Where this lives

Projects → that Project → Collaborators is Share: people, Teams granted on it, guests, Request access. Share in the project header opens the same people list. Role meanings: who can open a Project.

Share Project with Owner, an Estimator who can edit, and a Reviewer who can view.
Named people. Edit can measure. View can open the sheet.

Project collaborators

On the Project, Collaborators is Share: people, Teams, pending invites, access requests.

Roles on that page are View / Comment / Edit / Full control. Give the role that matches the job. A PM who only reads the qty wants View, not Edit. The org default is a floor (shop: every org member inherits Edit). Grants only go up. Full list: who can open a Project.

Invite by email. That covers people already in the Organization and guests who aren’t. Grant a Team from Project → Teams.

Project invites last seven days. Revoke before they accept.

Guests

A Project invite may target an email that is not in the Organization. They sign in and see granted Projects only. They do not get:

  • the org member directory
  • org settings
  • Projects they weren’t granted
  • inherit from “all members”
  • a seat on a Team

That’s the outside estimator, the GC PM, the detailer you don’t want in the company roster. If you later want them on Estimating, invite them to the Organization first, then add them to the Team.

Do not invite a client into the Organization just to show them one set. Under All members can edit, that is Edit on every Project. Share the Project as a guest instead. Two setups (they come onto your Project, or you join theirs): Working together.

Share is named people. There is no anyone-with-the-link.

Request access

If someone lands on a Project they can’t open, they can ask. You approve or deny from Project → Collaborators. Same as a grant after you decide. Existence of a Restricted Project still doesn’t leak to people who were never invited. Guessed URLs look like a miss.

Evaluating this

Shop GC / large office
Ignore Collaborators until the second hire or a guest. Org Members is employees. Project Collaborators is the bid.
First outside estimator: Project invite. Guest, not payroll. Restricted org. Guests for subs. Teams for repeating casts.

Kick someone and they lose the Project on their devices. Cloud sync, not a USB hunt. They can open the Project in the browser with no install. Two people measuring at once: Working together.

Next: Teams so you stop granting forty emails by hand, then who can open a Project. Archived work: delete and restore.

Straight answers

Can I invite an estimator without adding them to the company?
Yes. Project invite by email creates a guest: they see that Project, not the org directory, not ungranted Projects. They are not in All members inherit. Guests cannot sit on a Team. Prefer this for a GC or a client. Org membership under All members can edit would list other bids.
How long is a Project invite good?
Seven days. Pending invites sit on Project → Collaborators until they accept or you Revoke. After it expires, send a new invite to the same email.
Who can share a Project?
Edit or Full control can share. Only Full control can assign Full control. Org members invite to the company directory separately.
What is Request access?
Someone with the Project URL who isn’t granted yet can ask. Edit+ on the Project approves or denies. It is not a public link. Named people only.
What’s the difference between a collaborator and a guest?
Collaborator is anyone with a named grant on this Project. Guest means they are not in the Organization. Same four roles. Guests do not inherit All members, and they cannot sit on a Team.