Create participant list

Create participant list

One of the main benefits is sharing the project with all the participants in it. We have created different levels of access for different roles, such as:

- Project owner (this will always be the person who created the project)
- Project admin
- Designer
- Technician
- Guest

Here you can find more information about the team roles and permissions:  https://uplan.io/team-roles-and-permissions/

You can invite your colleagues one by one to your projects. Or you can create easily as many participant lists as you want and invite them to your projects.

How to create a participant list

Go to the Profile settings / Edit profile 



On the top of the page you will find the 'Participant list' section



Just click on the green 'Add' icon




Add a name for this list





Finally click on the green 'check mark' icon



Now you can add your colleagues or client to this list. For this just click on this green 'Add' icon



Here you can enter the email address and the permission you want to give to this user



For example:



If you want to create another Participant list just use this icon



Now you created a Participant list so you can invite these colleagues to your projects





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