Adding Team Members to a Project by an Owner

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. Add a Title.
  5. To add sections, choose Select from list and select sections.
  6. To add categories, choose Select from list and select categories.
  7. Select applicable email notifications.
  8. Select Save.

    Notes:

    • Owners can add other users from their own office with the same domain.
    • When a new Owner user is added to a project, the user settings are automatically populated. If settings for the new user need to be different, contact the Project Leader to make changes.

Last Published Thursday, May 29, 2025