Master the process of managing your team members and extending invitations to new ones on the Contracts Connected platform with our comprehensive video tutorial. This guide is crafted to simplify team management within our Construction Document Management Platform, ensuring you can easily add new members and oversee existing ones.
1. Access the Employees and Invites Page
Steps
From your Dashboard, click the Settings icon in the upper navigation bar.
In the Settings menu, select “Employees & Invites.”
This page is divided into two sections:
Employees Tab — shows current, active users who have accepted their invites.
Invites Tab — lists pending invitations that haven’t been accepted yet.
2. Manage Current Employees
View Active Employees
The Employees Tab displays all users who have accepted your invitation and created an account.
Use this tab to:
Confirm who currently has access to the platform.
Review each employee’s assigned role or status.
3. Manage Pending Invitations
View and Resend Invites
Switch to the Invites Tab to see all users who were invited but haven’t accepted yet.
If someone misplaced or forgot their invitation:
Locate their name in the Invites list.
Click “Resend Invite.”
The system will send another email prompting them to join.
💡 Tip: Always check the pending invites tab before sending a duplicate invite to avoid confusion.
4. Send a New Employee Invitation
Steps
From the Employees & Invites screen, click the Action button.
Select “Invite Employee.”
Fill out the invite form with the following details:
Email Address
First Name
Last Name
Role (e.g., Project Manager, Admin, Viewer)
Click Send.
Once you send the invite:
The recipient will receive an email prompting them to create an account.
After they complete setup, their profile will move from the Invites Tab to the Employees Tab.
5. Best Practices
Keep employee roles current: Regularly review access levels and remove outdated users.
Monitor pending invites: Resend invitations to ensure no user misses onboarding.
Centralize updates: Direct all new hires and role changes through this workflow to maintain system accuracy.
6. Key Takeaway
The Employees & Invites page is your control center for team management. Keeping this section updated ensures the right people have access to the right information at all times.