Invite Collaborators to a Project

Invite individual magicplan users, who are not members of your workspace, to collaborate on projects.

Are there individual stakeholders that need to be involved with your project? Do you need feedback from a colleague on a floor plan?  "Invite Collaborators" now allows a magicplan user outside of your workspace to access your project, instead of having to Share Project with a public URL link. 

What can a Collaborator do?

A Collaborator has similar project access as a Workspace or Team member. They can see any project they've been invited to in their account in the magicplan Cloud, either via mobile or computer browser. Here they can do the following:

Invite a Collaborator

You can invite a Collaborator to a project in the app and cloud. Multiple Collaborators can be invited to a project, but you need to input their emails separately. 

ℹ️ Note: A person who is invited to be a Collaborator must already have a magicplan account. They can be a free user or paying subscriber. 

Collaborator Permissions

When you invite a Collaborator to a project, you can select from the following permissions:

  • Can comment - user can view and leave comments on the project
  • Can view - user can view the project and its details. 

Invite in the App

  1. Open project from the app home screen. 
  2. Tap "Files and Sharing" and tap the "Sharing" tab. 
  3. Tap "Invite collaborators to your project".
  4. Type the email of the user you would like to invite as a Collaborator.
  5. Select the permissions you would like the user to have.
  6. Select "Attach a message" if you would like to type a message to the user you are inviting. 
  7. Tap "Invite".

invitecollaborators(app)

Invite in the Cloud

  1. Open project in the cloud. 
  2. Click the icon with connected circles, then "Invite Collaborators". 
  3. Type the email of the user you would like to invite as a Collaborator.
  4. Select the permissions you would like the user to have.
  5. Select "Attach a message" if you would like to type a message to the user you are inviting. 
  6. Tap "Invite".

Invite Collaborators Cloud (1)

ℹ️ Note: A Collaborator will receive an email invitation, which they can accept by clicking the in-email link from a computer or a mobile/tablet device. They will then be re-directed to their account in the cloud. 

Project View as a Collaborator 

Once a magicplan user accepts the invitation to be a Collaborator on a project, they will see the project in their account in the magicplan Cloud. The projects can be identified on the Projects page in two ways:

  • The project has a "Shared with me" label.
  • User selects "Only display projects shared with me" below the search bar to view all projects the've been invited to as a Collaborator. 

Collaboarators View

Manage Collaborators

You can manage the permissions of Collaborators you've invited, or even remove them from the project, at any time. Simply follow the steps above to get to "Invite Collaborators" in the app or cloud; then, tap the dropdown next to the user's email address and select different permissions or "remove". 

Manage Collaborators Cloud(new)

ℹ️ Note: The user must accept the invitation before you can edit their permissions. If it says "Invited" next to their name that means they have not accepted the invitation yet. If it says "Collaborator" next to their name that means they have.