Sharing a Project is only required for non-Subcontractor user types as Subcontractors are shared the project through sending the Closeout Kickoff notices through Pype Closeout.
If you need to assign a submittal to a contact, you will need to make sure they are added into your directory. Find out help topic here: How to Import Contacts
Step 1: Log in to Closeout .
Step 2: You will be directed to the Projects tab view. Hover over your Project block to reveal the hidden icons and click on Project Directory to access your Project Directory.
Step 3a: Once you are in the Directory, if the desired contact you want to share the project with is not currently in the Directory, please add that contact by clicking on the +Add button in the action ribbon.
Step 3b: Every contact needs a First Name, Last Name, Email Address and to be associated with their current company. If this is a General Contractor Company Type, a best practice is to toggle off the "Send a Copy of Emails" option and then click Save.
Step 4: Search for that contact and any others that you would like to notify that they have access to the project and select each. Click on the Share button in the action ribbon.
Step 5: At this point if you need to share with more contacts from different companies that already exist in your Directory, you can do so by selecting more companies from the company drop down and then selecting more contacts from the contact dropdown. Once satisfied with your selections, click the orange Done button.
Step 6: Each contact you have shared the project with should receive an email letting them know that the project has been shared, but even if they don't see the email, the project is still shared with them. If they have already created a login, the next time they are in Closeout, they will see the project.
If this is a brand new Closeout user, they can create their account to login to see the project by going to https://closeout.pype.io/login and selecting Sign Up or they can use the Login with BIM360 option or Login with Procore option to bypass the need to create their account and instead use their BIM360 or Procore credentials.