Inviting People

You can invite members to your project via the People page. When inviting new people, you can assign them their Role, Project, and if applicable, one or more Programs.

Inviting Team Members

Navigate to the People Page.

Click the Add Member button in the top right corner of the page, and select the Add Team Member option from the dropdown menu.

Type in the Email address of the team member you would like to invite.

Assign a Role within your Project to the team member. By default, they will be invited as a Project Member.

(Optional) Assign a Program to the team member you want to invite.

Click the Add Team Member button to send an invite via email for the team member to sign up to Impact Inside and exit, or Add another team member to send the invite and fill out a new form for another team member.

Note: See our Member Roles article for help understanding the available roles.

Inviting Stakeholders

Navigate to the People Page.

Click the Add Member button in the top right corner of the page, and select the Add Stakeholder option from the dropdown menu.

Type in the Name of the stakeholder you would like to add.

(Optional) Select the preferred Language of the stakeholder.

Set the Timezone of the stakeholder.

Add the Phone Number of the stakeholder.

Set the Contact Preference of the stakeholder. If the preferred method is Email, WhatsApp, or In Person, you will be prompted to add the respective point of contact.

Click the Add Stakeholder button to send an invite via their preferred contact method for the stakeholder to agree to further communication, or Add another stakeholder to fill out a new form for another stakeholder.

NOTE: See our Types of Stakeholders article for information about stakeholders.