Project roles
- Owner: runs the project. There is one Owner at a time, and ownership can be handed over.
- Manager and Member: work in the project. Members do not see Administration.
- Viewer: read-only access to General, Schedule, Files, Field, the Change Log and invoices. No budget, no Risks or Lessons learned, no Administration. New invites are Viewers by default.
- Guest: sees only their own invoices and their own milestones. Nothing else in the project.
How to invite someone
- Open the project and choose Share in the project header (Owners and Managers).
- Enter their email address and choose a role. Viewer is the default.
- They receive an email and join with a free account.
No seats, no cost
- Collaborators join projects, not your company, so they never see your other projects.
- There is no per-user or per-seat fee. Project collaborators are free and unlimited.
- A collaborator can also run their own free company in ProtoPM.
What isn't included
There is no branded client portal and no sign-in-free approval link today. Clients sign in with their own account to see what their role allows.
Common questions
- Do subcontractors or clients cost anything in ProtoPM?
- No. Project collaborators are free and unlimited, and nobody pays per seat.
- Can a client see my budget?
- No. Viewers and Guests never see the project budget. Guests see only their own invoices.
- Do subs and clients need an account?
- Yes, a free one. They join from the email invite.
- Does ProtoPM have a subcontractor portal?
- Subs join your project as collaborators with the role you choose. There is no separate branded portal.
Related
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