All Collections
Closeout Help Tutorials
How to Share a Project with Project Team Members
How to Share a Project with Project Team Members
John Chun avatar
Written by John Chun
Updated over a week ago

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 the Share icon.

*This icon is also available in Closeout Submittals and Directory.

Step 3: Once you're in the Share screen, you can type in the user's name to search for an existing contact within the Directory. Click on the user's name to add them to Invite People.

Step 3a: If the user is not present in the Directory, you can also type in their email.

Step 4: After adding users you would like to share the project with, click Next to move on to the next step.

Step 5: In this step, you can configure user's information before sharing the project. There are two filters at the top you can use to narrow down the list of users (Associated with a company vs. Not Associated with Company)

Step 5a: For users that were added to Invite People by typing in their email, the system will fill in the necessary information for the user, but they will need to be assigned a company either through the dropdown box or by clicking on Add Company.

Step 6: If you would like to add more users to share the project with, click on Add Contact and fill in the required information (Only required field is Email and Company)

Step 7: You can also select users then Bulk Assign to update the company field for the selected users.

Step 8: After you've verified the information for the listed users, click on Share to grant them access to the project.

Step 9: Click on the Share icon to see who has access to the project!

Did this answer your question?