Managing Your Project Team

​

Introduction

Let’s have your team join the project and start working on it. You’ll be able to add internal collaborators (i.e. team members who are part of your company on Acelab), and external collaborators (i.e. consultants, owners, contractors, spec writers, etc), and set their permission levels accordingly. In this short video, you’ll learn how to:

• Add/remove internal and external collaborators
• Set permission levels
• Collaborate with real-time collaboration, tags, and shared views

​

Managing Your Project Team

​

📚 Additional Resources

• Help Article: Managing Company Collaborators (this is required before adding team members to a project)
• Help Article: Managing Project Collaborators
• Help Article: Real-Time Collaboration
• Help Article: Tag Collaborators in Comments

​

Let’s Practice

Try it out! Apply what you’ve learned by completing the tasks below:

• Locate where you can add/remove project collaborators and set their permission levels
• If you would like to add someone, go ahead and try it (must be a project Admin)
• Create a new view (it can be a test view, just make sure you add “test” to its name to not make anyone confused)
• Share a link to the view by using the export function to create a bundle and select what fields the recipients can edit
• Go to SpecPlanner and export specifications as a csv file