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Inviting Project Members
Inviting Project Members

Project roles and inheritance when inviting project members

Laurel Capezzuto avatar
Written by Laurel Capezzuto
Updated over a month ago

Before you invite team members, you must have access to your Mox workspace.


Invite Project Members

Step 1: Open the project that you want to Invite Members.

Step 2: Click on the project members icon in the upper right hand corner.

Step 3: Click on + Invite Members.

Step 4: Enter the invitees, select from the list of team members or enter an email address to invite a member.

Step 5: Select a Project Manager or a Project Reviewer role.

  • Project Manager: Allows team member full access to project files, tasks and workflow abilities.

  • Project Reviewer: Allows team member to view projects shared with them, download files, annotate, set user approvals, generate reports and invite to project.

Step 6: Click Add Members.


Project Roles and Inheritance

NOTE: In this context, invite means the user is either assigned a task or invited on the Project Members panel. In either case, the following rules apply.

Rules for granting access within a project:

  • If you invite a user at the project level, their access will inherit down. The user will gain access to the entire project, including all child sub-projects.

  • If you invite a user at the sub-project level, their access will also inherit upward. The user will gain access to that sub-project, its parent sub-project if applicable, and the top-level project. The user will not gain access to other sibling sub-projects that are at the same level within the workflow.

  • You can view the users who have access to a project with their roles on the Project Members panel.

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