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Add an account to a project

Add a registered user by email and choose their model access and independent permissions.

The owner can add an existing Dravit account to a project by its registered email address. The account gains membership when Add User succeeds.

  1. Open File → Project settings and sharing… → Access.
  2. Select Add User and enter the person's exact registered Email.
  3. Choose Access mode: View only, Full editor access or Custom. For Custom, select the object families they may edit.
  4. Choose the independent Estimate calculation, Documents & export and History & restore permissions as required. These switches are separate from model access.
  5. Select Add User in the dialog. Check that the account appears in the member list with the intended summary. The collaborator can find the project among their shared projects.

If Dravit reports User with this email not found, check the address and ask the person to create their account first. Adding the owner as a member is unnecessary and is rejected. This action adds an existing account; it is not an invitation email to an unregistered address.

To change the grant later, select Edit access beside the account and Save access. Cancel closes the dialog without applying the draft. Read permissions before assuming Full editor access includes estimate, document or history operations.

For a visitor who only needs a browser link, use public viewing. To remove an account's membership, use stop sharing.

Last updated 4th October 2026