Invite people

Adding someone to the project, then granting permissions. These are two separate steps.

Adding someone to a project grants no permission. Until they belong to a group, they open the project and see almost nothing. Both steps are required.

Step 1 — Add the company

In the project settings, Companies section, add the company, either by search or by entering a first contact address. The company that created the project is the owner; the others are appointed parties.

Step 2 — Add participants

For each company, add people by email address. You may specify a job title on the project, for example Project manager or HVAC engineer.

That title is purely descriptive: it helps find the person in lists and grants no access.

If the address matches no Aleva account, the person receives an invitation to create one.

Step 3 — Grant permissions

In the project settings, Groups section, place each person in a group. Four groups exist by default, matching the usual cases: project administration, architect, engineer, and read-only consultation.

Levels are explained on the Groups and levels page.

Removing someone

Removing a person from a group removes the matching permissions. Removing them from the project closes their access.

Removing a company from the project removes access for all its participants at once. A confirmation says so.

Inviting into the company

Not to be confused with inviting to a project. From Settings, Company users, the administrator adds an address; if it does not exist in Aleva yet, an account is created and an activation link is sent. This action is reserved for the company administrator.