In P6 Web Access if you would like users who are not associated with a project to be able to access and share some information about a project, you can invite them to the project and to the project's workgroups.
Tip: To invite a user to a project or workgroup, you must have the required module access and project privilege.
To invite a user to a project
- Open the project or group of projects to which you want to invite a user.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Click
on the Projects toolbar to display the Invited Users page.
- In the Available Users list, select the users you want to invite, then click the right arrow. To select more than one user, use Shift-click and Ctrl-click.
To search for a user by personal name or user name, click
.
To return from the search results to the full list of available users, click the search icon again.
- Click Save.
To invite a user to a workgroup
Note: Before you can invite a user to a workgroup, you must invite the user to the associated project.
- From the Workgroup page, click the Manage Invited Users link at the top of the page.
- In the Available Users list, select the users you want to invite, then click the right arrow. To select more than one user, use Shift-click and Ctrl-click.
The list of available users reflects the users that have been invited to the workgroup's associated project.
To search for a user by personal name or user name, click
.
To return from the search results to the full list of available users, click the search icon again.
- Click Save.