Adding Team Members to a Project by a Consultant

When logged into Submittal Exchange, select a project and go to the Project Team tab.

  1. Select Add User. A new Add Team Member dialog box appears.
  2. Enter the new team member's email address.
  3. Select Next. A new dialog box appears.
    • Your user settings automatically populate the new team member's settings.
  4. Select Save.

    Note: Consultants are able to add users from their own office.



Last Published Thursday, May 29, 2025