Invite Contacts to Site Reports Project Team - Site Report Project Package

In this article for the Site Report Project Package, you will learn how to assemble your Project Team and the respective roles each team member has in the Site Report Project package. 

1. Sign into your RForm account

2. Create your Site Report Project or click on the Site Report Project to access the Project Team tab.
   

3. There are four main roles with respective privileges in the Site Report Project Team.

   1. Site Reporters: Can create and edit site reports.  

   2. Owners: The owner is responsible for paying the contractor. 
      The owner can approve or disapprove any changes as well as make comments on any form in the Site Report Project. 

   3. Contractors: Any contractors working on the project. 
      The contractor's contact information is automatically included on each site report, enabling them to readily access, review, and comment on reports to stay informed about the project's progress and any issues. 

   4. Distribution - Users in this role can read and add comments and are usually part of your distribution list for the site reports. The distribution role should include project stakeholders who need to stay informed about the project's progress and receive updates on key developments.
       

4. On the Project Team page and respective user card click Add to add a contact to the position.
    

   Several options to add a contact are provided. 
   a. Selecting an existing contact in your account
   b. Adding a new contact - by entering all of their information.
   c. Sending an invitation email - to have the contact enter all of their information on their own.

   
   

5. Options provided for adding a team member.
   

6. Either select an existing contact from this list and click the Save button to add the contact to the role, or 

7. Click Add Contact link to add a new contact details yourself if they are not a contact in RForm yet, or
   

Send Invitation Email Process 

If the contact is not in your list, and you prefer not to fill out the team members information, you can use this invitation process.  Click the Send Invitation Email link to send a user via email an invitation to join the project team and enter their information on their own to create their RForm account.

Email Invitation Example

1. 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.
   
2. 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. 
3. Step 1of the Join This Project step for a new contact and user to RForm.

   
   

   
4. Step 2 of the Join This Project process for a new contact and user to RForm.
5. 

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

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

Adjusting User Settings

For each Site Project User you can edit their respective settings for what they can view or not view. 

1. After a contact has been added to a Site Project Role, click on the User Settings link.  
   
2. Select which forms you want to limit the user from viewing or accessing then click the Save button. Please note that only account managers or prime consultants have this permission.