Matrak makes it easy to expand your project network by allowing you to invite new companies, whether they already have a Matrak account or not. This feature ensures seamless collaboration with all your stakeholders.
💡 Note: When you invite new companies, new users automatically gain view and edit permission project data. You can modify or revoke their project access at anytime from the Permissions page.
Step-by-Step Instructions to Invite New Companies to Your Project Workspace
Step-by-Step Instructions to Invite New Companies to Your Project Workspace
Access the Project Settings Page: Navigate to the 'Project Settings' page from the main sidebar menu.
Select the 'Project Directory' Tab: Click on the 'Project Directory' tab to begin the invitation process.
Select the 'Invite Company' Button: Click on the 'Invite Company' button located in the top right-hand corner of the page. An invite pop-up window will appear.
Enter the Company: Type the name of the company you want to invite into the text field.
For Existing Matrak Accounts:
If the company already has a Matrak account, their details will appear in a dropdown list. Select them from the dropdown list.
Choose whether to use one of your collaborator seats to pay the subscription on behalf of this new company for your project, or let them handle their own subscription.
Select their project access levels and click 'Invite and Configure' to invite the company to your project workspace.
For New Matrak Accounts:
If the company does not have an existing Matrak account, type the company name into the text field. Enter the associated email for a dedicated project admin for the new company.
Choose whether to use one of your collaborator seats to pay the subscription on behalf of this new company for your project, or let them handle their own subscription.
Select their project access levels and click 'Invite and Configure' to invite the company to your project workspace.
The project admin will receive an invitation email to register their company on Matrak, giving them instant access to your project.
Configure Permissions: After sending the invite, you'll be directed to the 'Advanced Permissions' page. Here, you can configure permission levels for all record types, descriptions, or fields on the project.
Full Access: This company can add, edit, delete records, configure this record type, and manage permissions.
Edit: This company can add, edit, and delete records, but cannot configure this record type or manage permissions.
Read Only: This company can view records but cannot add, edit, or delete them. They cannot configure the record type or manage permissions.
Restricted: This company has no visibility of this record type or these records.
By following these steps, you can efficiently invite new companies to collaborate on your project, enhancing teamwork and data management.