How to Invite People to Collaborate in Projects in Air Matrix

Introduction

Collaboration is a key aspect of project management in the Air Matrix platform. Inviting colleagues or clients to collaborate on specific projects is a straightforward process. This guide will walk you through the steps to invite users to collaborate on projects within a client's folder.

Step-by-Step Guide

Step 1: Accessing Permissions

• Navigate to Client’s Folder: First, locate the client's folder on which you want to collaborate.

• Find “Permissions” Within the client's folder, you will find an option labeled “Permissions”. This section allows you to manage who has access to the folder and its contents.

Step 2: Inviting Users

• Select “Invite Users”:** Inside the Permissions area, look for the option that says “Invite Users”. Click on this to start the process of adding collaborators.

Step 3: Input Recipient’s Email

• Enter Email Addresses:** In the provided field, input the email addresses of the individuals you want to invite. You can invite multiple users at once by entering several emails, separated by commas.

Step 4: Assigning Project Access

• Choose Projects for Collaboration: After adding the email addresses, select which specific projects within the client's folder the invitees should have access to. This step ensures that collaborators only see the relevant projects to which they are assigned.

Step 5: Invitation and Access

• Send Invitations: Once you've selected the projects, send out the invitations. 
• Receiving Email Invitations: The invited individuals will receive an email inviting them to join the Air Matrix platform. This email will include instructions on how to access the platform and the specific shared data.
• Gaining Access: Upon accepting the invitation, the new collaborators will gain access to the shared projects and can start contributing immediately.

Conclusion

Inviting collaborators to join projects on the Air Matrix platform is a simple and efficient process. By following these steps, you can quickly set up your team and start collaborating on your projects. For any additional help or questions regarding the invitation process, please reach out to the Air Matrix support team.