Add an internal or external person

Add internal users to your organization and external users to the company they represent.

Best for: Organization employees and external project partners · Requires: Internal-, external-, or Admin-user provisioning permission as appropriate.

1. Open Global Directory → People.
2. Select Add Person.
3. Choose whether the person belongs to your organization or a company.
4. Enter First Name, Last Name, and Email Address.
5. Add phone numbers and Job Title when available.
6. Choose the required Permission Level.
7. Leave Send Email Invitation selected to invite them now, or clear it to create the membership without sending.
8. If sending an invitation, select Next Step, review the email, preserve the invitation-link field, and select Add and Send.

If the email already belongs to a Constructable account, that account's existing name and phone number are retained. A previously inactive membership can be reactivated by this flow. A person with an active membership elsewhere in the same organization must be deactivated there before being added.

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