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  • Account

    • Common account questions

    Team & access

    • How sharing and access work
    • Invite teammates
    • Share a location or project
    • Change or reduce access
    • Manage members and invitations

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  2. Account, team & billing

Invite teammates

Walk the 3-step invite wizard: pick the access type (Portfolio Admin / Location Member / Project Member), pick the scope, pick the View/Download/Manage bundle, add up to 50 emails, send.

Related articles

  • How sharing and access work

    Understand how access works on IPX — the three access levels (Portfolio Admin, Location Member, Project Member), the three permission bundles (View, Download, Manage), optional Billing access, how access cascades, and how projects keep data separate within a location.

  • Share a location or project

    Share access straight from a location or a single project, choose a View/Download/Manage bundle, and use restricted projects to keep sensitive data separate within one building.

  • Change or reduce access

    Adjust someone's access after they've been invited — narrow their level (Portfolio to locations, location to projects), change the View/Download/Manage bundle, review what they lose, and handle pending invites separately.

  • Manage members and invitations

    See everyone with access in Settings → Members, resend pending invitations, add or remove access, audit team health (admins, downloaders, inactive, expired, outside collaborators) and recent access changes.

Previous

How sharing and access work

Next

Share a location or project

Inviting someone sends them an email invitation with the access you choose. Once they accept, their access is live. This guide walks the invite wizard step by step. For the bigger picture of levels and bundles, see How sharing & access works.

Before you start

  • You need to be a Portfolio Admin, or hold Manage access on the location or project you're inviting to. Otherwise the Invite members button is disabled with a note on who to ask.
  • Invitations are sent by email and are valid for 14 days.

Open the wizard

Click the gear icon in the sidebar header to open Settings, then go to the Members tab and click Invite members. You can also invite from a location's people panel or from a project — those start pre-scoped to that location or project, so the wizard skips ahead.

1

Pick the access type

Choose Portfolio Admin (everything in the company, including items added later), Location Member (one or more locations and all their projects), or Project Member (specific projects only — nothing added later). Each card explains exactly what that level can reach.

Pick the access type
2

Pick the locations or projects

For a Location invite, search and check one or more locations. For a Project invite, pick the specific projects — you can pull projects from more than one location in a single invite. Portfolio Admin skips this step since it already covers everything.

Pick the locations or projects
3

Add emails, pick the bundle, send

Enter one or more email addresses (press Enter or comma between each — up to 50). Choose the bundle: Manage (full control, including inviting others), Download (look around and download originals), or View (look around only). The blue card at the top summarises "Here's what they'll get" as you build the invite. Optionally add a personal message, then click Invite N people to send.

Add emails, pick the bundle, send

Everyone receives an email with a link to accept, and a toast confirms the invites went out. They show up under the Pending tab in Settings → Members until they sign in.

Inviting several people at once

Up to 50 emails in one invite. They all receive the same access type and bundle — so group people who need the same setup, and run a second invite for anyone who needs something different.

If an invitation doesn't arrive

Some corporate email systems block automated messages, which can cause an invite to bounce. Open the person from Settings → Members and click Resend invitation in the yellow pending card — see Manage members & invitations. If it keeps bouncing, contact support and we can activate the account manually.

Need to adjust someone's access after they've accepted? See Change or reduce access.