If several people are working on a project — an owner, a contractor, an architect — each can have their own access rather than sharing one login.
- Steps
- Requests coming the other way
- Don't share a login
- What people can see
- Contacts and access aren't the same
- If something goes wrong
Project Actions on your project page. Invite contacts adds people to the project. Example from a GeoCivix demo portal. Names are hidden, and your local portal may look a little different.
- The person's email address. If they already have a portal account, use the address on it.
- Sign in at your portal and open the project.
01 | Steps |
1 | On the project page, select Project Actions, then Invite contacts. |
2 | Put the person's email address in TO. Anyone in CC gets a copy but is not given access to the project. Put the person's email in TO to invite them. Anyone in CC gets a copy but is not given access. |
3 | Choose a template and check the message. It includes a link straight to the project. |
4 | Select Send. |
They'll be emailed a link. If they don't have an account, they'll be prompted to create one — see Create your account.
02 | Requests coming the other way |
Someone who can't reach you can ask to be added to your project instead. Depending on how the office handling your application has set the portal up, that request may go to their staff, to you, or to both — so don't assume somebody else is dealing with it. If a request lands with you and you don't recognize the person, don't approve it; ask the office. See Request access to a project.
03 | Don't share a login |
It's tempting, and it causes problems:
- Notifications go to one inbox, so people miss things
- You can't tell who did what — which matters on a permit record
- When someone leaves the project, you can't remove their access without changing the password for everyone
Separate accounts take a minute each and avoid these problems.
04 | What people can see |
Access levels vary by role and by jurisdiction. Someone invited as a contact may be able to view the project without editing it or paying fees.
If someone needs to do something they can't, check with the office handling your application — the role may need changing rather than a new invitation.
05 | Contacts and access aren't the same |
Saving someone in your address book stores their details for filling in forms. It does not give them access to anything.
Listing someone as a contact on an application records their involvement. Depending on setup, that may or may not let them sign in and see the project.
Inviting them is what grants access. If someone says they can't see a project you added them to, this is usually why.
06 | If something goes wrong |
Reach them using the contact details on your portal.
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