How Can I Invite Someone to a Role?

1. In Pod 1 (Project), hover your mouse over a Project Label and select “Roles” from the menu that appears. This will open the Project Roles foldout.
2. Hover your mouse over the Role and select “invite” from the menu that appears. This will open the Project Role Invitation foldout.

If the person you would like to invite is already working on a Project or shares a Group with you, you can search for them by selecting the “Invite” default of “A person”, and the “Who is” of “Someone from my Projects or Groups”. Start typing their name under “select who” and select their name, once it appears. You can do this more than once to invite multiple people to the same Role. The default subject title for an invitation is “iLiv Performer Invitation from (your name)”, but you can change it, if you like. You can optionally add a comment/note to the recipient. Once your invitation is ready, click “invite” at the bottom of the foldout.

If the person you would like to invite is not already working on a Project or sharing a Group with you, you can invite them by selecting the “invite” default of “A person”, and the “Who is” of “Someone else”. Next, type their name and primary business email address in the required fields. The default subject title for an invitation is “iLiv Performer Invitation from (your name)”, but you can change it, if you like. You can optionally add a comment/note to the recipient. Once your invitation is ready, click “invite” at the bottom of the foldout.

Note: You should always use a person’s primary business email for this, and should first verify that you don’t already share a Project or Group with the person you’d like to invite (by first attempting to invite “someone from my Projects or Groups”).