Invite a Contact to Use Viewpoint Team™

Invite a contact to a project in Viewpoint Team™ to allow that contact to collaborate on the project by going to Projects > Contacts.

When you invite a contact, that contact receives an email with a link to the project in Viewpoint Team™. The contact can create a login at that time if necessary.
  1. From the home page, under Projects, click on the name of the project you want to open.
    Alternatively, click in the upper left-hand corner, click Projects, and then click the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Contacts tab.
  3. Do one of the following to invite a contact:
    • If the contact has already been added to the project:
      1. In the row for the contact you want to invite, click Invite. The Invite to the Project window appears.
      2. In the Project Role field, select the type of access the contact should have to Viewpoint Team™.
        Note: See Project Roles for details.
      3. (Optional) In the Message field, enter a customized message for the invitee.
      4. Click Send Invitation.
    • If the contact has not yet been added to the project:
      1. Click the Add Contact button to open the Add Contacts or Users to Project page.
      2. Click the Team Contacts or PM Firm Contacts tab to search for contacts from Team or from PM Firms in Vista.
      3. Enter the first few letters of the contact's name, organization, or email address in the Search field, or click the alphanumeric links to filter by first letter or number. Select the contact from the list.

        You can select multiple contacts to add/invite them all at once. For organizations, you can select individual contacts from an organization or add all contacts from the organization.

      4. From the right-hand column, click the Invite link for each contact, or click Invite All, and then select the type of access each contact should have.
        Note: See Project Roles for details.
      5. (Optional) In the Message field, enter a customized message for the invitee.
      6. Click Add/Invite.
An email invitation is sent to the contact(s). The Project Role is displayed. If the contact does not yet have a log in for Viewpoint Team™, (invited) is displayed with the Project Role on the Contacts page. Once the contact creates an account, just the Project Role is displayed.