Quick reference
The 60-second people model
Global Directory company/person → Project Team membership → invitation and project access → active collaboration
Project TeamDesktop WebVerified July 24, 2026
Global Directory company/person → Project Team membership → invitation and project access → active collaboration
- Global Directory contains organization-wide Companies and People.
- A Project Team contains the companies and people participating in one project.
- Adding someone to the Global Directory does not by itself add them to every project.
- Removing someone from one Project Team does not deactivate their organization or company membership.
- Deactivating a directory membership is broader: it makes that membership inactive.
- A role controls permissions. An invitation is an email. Project access determines whether a selected person can enter the project. These are separate decisions.