Organization: People - Members
The People tab is your go-to spot for managing everyone on your team in Part3! In this guide, we’ll walk you through how to add members who are internal to your organization — the folks included in your paid plan, usually part of the prime consultant team.
If you're looking to add external contacts - like Consultants, Owners, General Contractors - jump to this help doc!
Adding team members
Step 1: Invite a member to your organization by clicking 'Invite Member'
Step 2: Enter their name, work email address, and select their role. Refer to the descriptions for Admin, Member, and Viewer to determine what level of access they should have.
Step 3: Click the blue 'send invite' button. The user will receive an email to create an account with Part3!
📌 Note: Sometimes the invite email may land in the users junk/spam folders. To prevent that, we recommend adding team@part3.io to your company’s whitelist so future messages land safely in the inbox.
Changing roles
You can modify someones role at any time.
Step 1: Click on the gear symbol beside their name at the organization level.
Step 2: Select 'Change role'.
Step 3: At the bottom of the pop up, use the dropdown menu to select the role you want the user to have. Click update at the bottom.
Note: Viewer seats are free! These are typically used by Principals or Directors who are not actively participating in projects, but they want to be able to view the overall status.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io