Create - Invite Project Team - CoreCA Project Package

Project Team Members - CoreCA Project Package

In this article you are going to learn how to set up, add and invite your Project Team members for a specific project.

There is also an easy way to add new contacts directly to a project and have the new contact fill in their own information and username, password by sending an invitation email.

1. Select the Project you want to add your Project Team members.
2. Click on the Project Team tab.
   
   
   
3. There are four main roles of users in RForm. 

• Prime Consultant - Manage the project, commonly this is the architect or contract administrator. 
• Owner - Responsible for paying the contractor, can approve or disapprove any proposed change order forms as well as make comments on any form in the project.
• Contractor - Can create, edit, issue requests for information forms, submit quotes for proposed change orders forms assigned to them.
• Consultants - Can only read and add comments. Usually a project engineer. 

The details of what each role is capable of doing within the RForm software can be found on this help page.
https://rform.freshdesk.com/support/solutions/articles/153000225016-user-roles-settings-and-actions

Adding Project Team Members

1. To Add a contact directly to a Project Team Role click Add on the contact card of the role.
2. The Select Contact window opens.
   
   
   Existing Contact - Selecting and Inviting 
   If the contact desired appears in your list, select a contact and click Save to add that contact to that Project Role.  
3. After selecting the contact in your list and clicking the Save button an option to Send Email Invitation window will open.
    
4. From this Send Invitation window you can add a message, click Send Invitation Now or Send Invitation Later option if you want to send it at a later time.
   
   New Contact - Contact is Not in Your List of Contacts 
   If the contact is not in your list of contacts, obtain their email address and select Send an Invitation Email link at the bottom of the window.
   
5. The Invite window opens as shown below and you can enter the email address of the prospective contact, enter an optional message to be included in the invitation email, and then click Send invite. 
   (Note : This invite is for someone who is not part of your account)
   

   
   

   The benefit of this method of adding a contact is that the user will input his own contact information and create their own username and password instead of having it assigned to them.
   
6. Confirmation of the Invitation being sent.
7. Email Invitation that the proposed contact receives with a join this project link to accept.

   

   
   

   The benefit of this method of adding a contact is that the user will input his own contact information and create their own username and password instead of having it assigned to them.
   
   
8. The proposed contact will click on the Join This Project link in the email and will then be asked to enter their own information in a 3 step process, and provide their own username and password. 
9. Step 1of the Join This Project step for a new contact and user to RForm.

   
   

   
10. Step 2 of the Join This Project process for a new contact and user to RForm.
11. 

    Step 3 of the Join This Project process for a new contact and user to RForm.

    
12. Once the New Contact/RForm user signs into their RForm account at your company URL ( yourcompany.rform.ca), they should see the project that you have shared with them on their dashboard.