Adding Team Members to a Project by an Architect

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. Select the new team member's company. Select a company listed on the project, or select New Company.
  3. Enter the new team member's email address.
  4. Select Next. A new dialog box appears.
  5. For a new company, enter the company or organization name in the Company Name field.
  6. Select a Project Role from a drop-down list.
  7. To add logs, choose Select from list and select logs.
  8. To add sections, choose Select from list and select sections.
  9. To add categories, chose Select from list and select categories.
  10. Select applicable email notifications.
  11. Select Save.

    Note: Architects can add users from their own office as well Consultants.


Last Published Thursday, May 29, 2025