Follow these steps to invite people to your projects in VPO.
- 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 under 'Required Information.'
c. Search for and select the Company from the suggested options, or type in a new Company name 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. The Custom Individual Permissions section can be used for more granular, custom permissions if configured. For more information about this feature, please reach out to your VPO contact.
g. Click Save and Close. If granting Portfolio access, the user receives an automated invitation, usually within a few minutes of saving. 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 ‘Contacts.'
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.Company Group Security
a. Open Company Group Security. This link usually appears in the navigation bar on the left side of the screen on the project homepage under ‘Contacts.'
b. If their company has already been set up in this project, just confirm the information looks correct and skip to Step 4. If the company has not been invited to this project before, click Edit on the Company's entry.
c. Set Project Access to ‘Yes.'
d. Select the correct Project Security group. Everyone from this company in the Project Directory receives the same level of access to this project. 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.
e. Click Save and Close at the bottom of the form. If granting project access, users from this company in the Project Directory receive an automated invitation, usually within a few minutes of saving.Confirmation
b. You can also reference the User Management view, which lists users' project security groups as well as any portfolio-level groups they have been assigned.
a. Review the user's information in the Project Directory. Upon completion of an invitation:
- Invitation Sent is checked
- Invitation Sent Date displays
- Project Access shows ‘Yes’
Failed invitations automatically create tickets with VPO Support for further review. For questions or urgent access concerns, please contact us at support@vpo.freshdesk.com.