Inviting new companies to your Matrak project network is a simple process that can be done via the website or mobile app. This feature enables you to collaborate and share data with various companies and their personnel, making it easier to manage materials and track progress on your project.
As a Matrak user, you have the flexibility to invite multiple companies to your project account, making collaboration with your stakeholders more seamless.
Inviting companies to your project account gives them permission to view and edit data on your project.
Note: You can manage, modify and revoke user access and privileges of every user on your project from the "User management" tab in the "My Companies" page on the web application.
To streamline this process, Matrak provides a user-friendly feature that allows you to easily invite new companies who do or don't have a Matrak account yet to gain access to your project.
In this article, we'll learn how to:
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To invite a new company to your Matrak project account that is not registered with Matrak,
As a Matrak user, you have the flexibility to invite multiple companies to your project account, making collaboration with your stakeholders more seamless. Inviting companies to your project account gives them permission to view and edit data on your project.
You can modify or revoke their access anytime from the Project Settings page.
Step-by-step instructions to invite a new company to your Matrak project account that is not registered with Matrak:
Navigating the “Invite New Company” page and select the "Invite new company" tab from Matrak's web application.
Enter the company email address of the person at the new company you would like to invite into the text box and select “Invite”.
You will be prompted with a pop-up window. Here you'll need to fill in the required information (email is mandatory) in the form. Selecting "yes" will send the new company an invite to join your project and Matrak.
Once this user has registered their company on Matrak, they will instantly gain access to this project.
Note: The number of companies you can add to your project account will depend on your subscription tier.
To invite a company that's already registered with Matrak into your project account:
As a Matrak user, you have the flexibility to invite multiple companies to your project account, making collaboration with your stakeholders more seamless. Inviting companies to your project account gives them permission to view and edit data on your project.
You can modify or revoke their access anytime from the Project Settings page.
Step-by-step instructions to invite a new company to your Matrak project account that is already registered with Matrak:
Navigating the “Invite New Company” page and select the "Invite new company" tab from Matrak's web application.
Enter the company's name you would like to invite into the text box and select “Invite”.
Selecting "yes" will send the new company an invite to join your project and Matrak.
Note: The number of companies you can add to your project account will depend on your subscription tier.