Invite professionals to a development

Bring a planner, surveyor, engineer or anyone the site needs into a project, with the access they need and no more.

3 steps · 0:16 screen recording

  1. Open the Team tab

    In the project’s workspace, open Team: who works on the development, and who the site still needs.

    Step 1: Open the Team tab. In the project’s workspace, open Team: who works on the development, and who the site still needs.
  2. Choose Invite someone

    Choose Invite someone to bring in a planner, surveyor, engineer or anyone else.

    Step 2: Choose Invite someone. Choose Invite someone to bring in a planner, surveyor, engineer or anyone else.
  3. Their role and access

    Enter the email they sign in with, choose their role, and whether they can edit and see finance. Outside professionals see only their part of the project.

    Step 3: Their role and access. Enter the email they sign in with, choose their role, and whether they can edit and see finance. Outside professionals see only their part of the project.

Which plans have it

In Premium and Enterprise.

Compare the plans