Add Team Members or Users to a Project

Add Team Members or Users to a Project

With our latest update, you can now invite a new team member into both your Essenvia account and current project at the same time by following these steps:

  1. Click on the "Team" tab at the top of your Project Manager dashboard

  2. Click the blue "Share" Button on the upper right hand side of the screen on the Team screen
  3. Type in the email address for the user (e.g. and switch their access from No Access to Can Access. Then, click the blue 'Share' button.

  4. The user that is invited will receive an email to join the project and once they accept, their Invitation Status will change to "Accepted" from "Pending"

    • Related Articles

    • Account Administrators (Admins)

      Who is an account administrator? The first registered user from a domain (for example on Essenvia is automatically assigned as the administrator (admin) of the account. The user can delegate their administrator permissions to another user ...
    • Add Team Members or Users to Section(s) within a Project

      Project owners and editors can share a Section with Project team members for collaboration. If you would like to invite users to the Project, follow the steps provided here. Essenvia provides different levels of access for a Section: viewing, ...
    • September 24, 2021: Introducing the New Project Manager and New Authoring Environment!

      Project Manager: We have redesigned Projects within the Spaces to make it easier to find all items related to your medical device. This update makes it even easier to manage your projects. You can read more about the changes including key changes and ...
    • November 22, 2021: Virtual Assistant for Master Information, embed a project as a section and more.

      Virtual Assistant for Master Information We have added a virtual assistant to Master Information similar to the authoring environment. The virtual assistant provides contextual tips and best practices to populate the section you are working on. To ...
    • Projects

      Regulatory Document authoring on Essenvia is made specifically to streamline and comply with requirements for regulatory authorities. Document authoring on Essenvia is designed at three levels: 1. Projects 2. Sections and Sub-Sections 3. Text area ...