Adding Team Members to a Project as a Project Leader

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

  1. Select +Add User button. A new Add Team Member dialog box appears.
  2. Select Project Role from a drop-down list.
  3. Enter the new team member's email address.
  4. Select Next. A new dialog box appears.
  5. The company name is auto populated based on the email address domain. If the email address domain is associated with multiple companies, choose a company from the drop-down list. If the email address domain is not associated with a company, use the New Company to add a company.
  6. For a new company, enter the company or organization name in the Company Name field.
  7. (Optional) Add a Title and Phone Number.
  8. To add logs, choose Select from list and select logs.
  9. To add sections, choose Select from list and select sections.
  10. To add categories, choose Select from list and select categories.

    Note: Select only those sections and categories the user must review and receive notifications for. Users have the ability to view all sections or categories on a project.

  11. From the Frequency of Email Notifications drop-down menu, select how frequently you want the user to receive email notifications. The default option is User Default.
  12. Select applicable email notifications.
  13. Select Save.

    Notes:

    • A Project Leader can add anyone to the project.
    • An event is added to the Event History table when you enable or disable users.


Last Published Thursday, May 29, 2025