Inviting People to VPO

Follow these steps to invite people to your projects in VPO.

1. Master Contacts
   
   a. Open Master Contacts. This link usually appears in the navigation bar on the left side of the screen on the Portfolio homepage.
   
   b. If the person you’d like to invite has already been invited to VPO, their name will appear in Master Contacts. In this case, skip to Step 2. If they have not been invited to VPO before, click New and enter their name at the top of the page.
   
   c. Select the company from the Existing Company dropdown, or switch Create New Company? to ‘Yes’ if this person is the first from their company to be invited to VPO.
   
   d. Enter the E-Mail address they will use to receive the invitation and log in.
   
   e. If they should have access to all projects in your portfolio, switch Portfolio Access to ‘Yes’ and select a Portfolio Security group.
   
   f. Click Save and Close.
   
   

2. Project Directory
   a. Open the project you’d like to invite users to and open the Project Directory. This link usually appears in the navigation bar on the left side of the screen on the project homepage under ‘Project Information.'
   
   b. Click New.
   
   c. Select the Company name as it appears in Master Contacts, then click the name of the Contact you’d like to invite.
   
   d. Click Save and Close.
   
   

3. Group Security
   a. Open Group Security. This link usually appears in the navigation bar on the left side of the screen on the project homepage under ‘Project Information.'
   
   b. If their company has already been set up in this project, its name will appear in Group Security. In this case, just confirm the information looks correct and skip to Step 4. If the company has not been invited to this project before, click New.
   
   c. Select the Company name as it appears in Master Contacts. Everyone from this company in the Project Directory receives the same level of access to this project.
   
   d. Set Project Access to ‘Yes.'
   
   e. Select the correct Project Security group. If you aren’t sure which Project Security group to choose, review the Permissions Matrix, a guide to each security group’s abilities usually pinned to the Portfolio homepage.
   
   f. Click Save and Close.
   
   

4. Confirmation
   
   a. Confirm the user’s information is correct in the Project Directory:
       - Email – Valid address
       - Project Access - ‘Yes’
       - Project Security – Set in Group Security

   b. When these three fields are completed, a notification is automatically sent to VPO Support to request the invitation.
   
   c. VPO Support Engineers then invite the user, usually within a few business hours.

For questions or urgent requests for access, please contact us at [email protected].