Step by step
Access the "Details" view of you project
Click on the "Edit" button on the right side of the screen
- Skip the first window "General Information" by pressing "Next"
Click on "Add" to link contacts to this project (if not already done)
Grant access to individuals by checking the box that provides access to the platform
You can easily add and manage people associated with an ongoing project from the "Details" tab of the project:
- Internal managers who are members of your architectural office.
- External contacts encompassing all other contacts: clients, companies, etc.
- Invited managers for temporary associations with other architectural offices also using Pluriell.
Once access to the project is granted, external contacts can view (without the ability to modify) project details, tasks, comments, and documents related to them.
Useful tips : Contacts added to the environment have no access to Pluriell unless you invite them. To do so, check the "Can access the project" option. You can revoke their access at any time by unchecking the box.