Add new people to elyvate right from where they'll work: invitations are sent from the Members tabs.
Where to invite from
Project Details → Members: add people across the whole project, giving each person their role in each work package (see Project Details)
WP Details → Members: add someone to a specific work package (see WP Details)
Inviting someone
Enter the person's work email address and assign their role in the work package. There are three roles to choose from: Work Package Lead, Contributor and Guest.
Note: the person's email domain must be registered in the company before they can be invited.
Project Leads and Upper Management work slightly differently: type the person's name and invite them as Project Lead or Upper Management directly. They don't need an elyvate account yet, brand-new people can be invited straight into these roles.
If the person is new to elyvate, they'll receive an email invitation from Antonella from elyvate with a link to complete their signup, covered step by step in Create your account and log in.
Invite in bulk
Copy and paste or type several email addresses to invite everyone in one go, then assign each person their role.
Pending invitations
Until someone accepts, their invitation shows as pending in the Members tab. From there you can re-invite them if the email got lost, or delete the invitation.
Good to know
Choose the role carefully: it defines what the person can see and do from their first login