Approving an 'invited contact' from the project portal

Approve 'invited contact' from the project portal

Within the project portal your project team members can request that other people be added to the project contacts list. For example an existing project contact will request that another staff member at their company to be added to the project contacts list. They are requesting the staff member be added so that they can also have portal access enabled for the project.

Invitation requests from the portal are shown at the end of the project contacts tab. These invitation requests must be approved by a staff member before they are shown in the project contact list. Staff with any Synergy access level can approval a portal invitation.