Search TipsSend Invitations to Project Gateway
Once a Project has been successfully published to the Project Gateway system, users with the ‘Gateway -Send Contact Invitation’ Project Role privilege, as mentioned in Project Role – Grant Privileges for Project Gateway , can access the contact(s) To Be Invited section on the Gateway tab of the Project Maintenance screen to invite collaborators to work on the Project.
To invite collaborators, first use the [Select] button to add them to this section’s table, as shown above.
Next, either click [Send All] to send all the listed collaborators an invite or select the collaborators to invite using the ‘Select’ checkboxes and click [Send].
When the following pop-up appears to select the invitation template, select “Project” to use the template set up for the Project in the Project Publishing section of the Gateway tab (shown in above screenshot), or “Custom” to edit the invitation template via an HTML editor, then click [Send]:
The system will then provide a message stating whether the invitation(s)were successfully sent.
After an invitation is sent, it is moved to the Invited contacts section.
To Be Invited – Section (Gateway Tab)
Select – Checkbox
Used to select one or more invitations to send or remove, using the [Send] or [Remove] buttons respectively.
Partner Name
Organization to which collaborator belongs.
Contact Code
Collaborator’s Contact Code.
Name
Collaborator’s name.
Collaborator’s email, to which invitation is sent.
User ID
Collaborator’s User ID to sign in to CMiC Collaborate.
LDAP Name
LDAP server in which collaborator’s User ID is set up. The LDAP Name column is visible when the ‘Collaborate – Gateway SSO passthrough’ option is set on the General tab of the Project System Options screen.
Project Role
Security Role
Collaborator’s JSP Security Role.
License Type
The value in this field depends on the licenses held by the client.
Validation
If validation errors are detected with the invite, this field displays “Error” in red text, which can be clicked to view the validation error(s).
Action
Click the Message icon to send the invitation, or the Delete icon to delete it.