Invite someone to your project

Modified on Fri, 7 Aug at 8:56 PM

TrackingHOW-TO

Applicant · Contractor · Design-Professional

01	Invite someone to your project

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.

On this page

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

Before you start

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.

Steps

1	Go to the contacts or project access section.
2	Choose to invite or add a person.
3	Enter their email address and their role on the project — owner, contractor, design professional, and so on.
4	Send the invitation.

They'll be emailed a link. If they don't have an account, they'll be prompted to create one — see Create your account.

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 recognise the person, don't approve it; ask the office. See Request access to a project.

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 all of it.

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.

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.

If something goes wrong

Problem	What to do
The invitation email didn't arrive	Ask them to check spam and add @geocivix.com to safe senders, then send it again.
They accepted but can't see the project	They may have accepted with a different email than the one invited. Check which address they signed in with.
You can't find the invite option	Not everyone can invite — it may be limited to the applicant of record. Contact the office.
You need to remove someone	If you can't do it yourself, contact the office. Worth doing promptly when someone leaves a project.

Reach them using the contact details on your portal.

Request access to a project · Navigate your project page · Manage your address book