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Invite people to your project

Invite the right people into a project so they can access the workspace and begin contributing.

3 min read  ·  Last updated: August 2026

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Project invitations are managed from Project Management → Members. You can invite an existing contact or add a new contact first.

Before you start

  • Confirm the person’s email address or phone number.
  • Make sure you have access to manage project members.

Invite a person

  1. Open the project, then select Members under Project Management.
  2. Select Send Invitation.
  3. On Invite Project Contacts, select Search by name, phone, or email to find an existing contact. If they are not yet a contact, select Add Contact.
  4. Select the contact.
  5. Review the project information in Confirm Project Info.
  6. Select Confirm & Send Invitations.
PulseBuild Invite Project Contacts page showing search, Add Contact, Invitation Records and Confirm Project Info
Start an invitation from the project contact screen, then review the project details before sending.
PulseBuild Search Users dialog with name, phone and email search field
Use the Search Users dialog to find a person by name, phone number or email address.

Track an invitation

Return to Members and select Invitation Records to review invitations that have been sent and their current status.

Troubleshooting

  • I cannot find the person: search using their full name, phone number or email address. If no matching contact is available, add them as a contact before inviting them.
  • Confirm & Send Invitations is unavailable: select at least one contact and complete the required invitation details.
  • The invitation is still pending: check Invitation Records to confirm its status and verify the recipient’s contact details.

Next steps

Set up project locations so work can be organised by site area, level or zone.