Inviting Collaborator to Join Project Management System

Definition

Project Management System

In DDM Group, we will adapt teamwork.com as the Project Management System, which is used by tens of thousands of orangisation in the world.

---

Whom to Invite

Administrator

Supervisors or Project Managers in DDM Group will be invited as Administrator.

Standard User

Any non Administrator teammates but own an domain email address under DDM Group will be invited as Standard User.

Collaborator

Any Vendor , Partner or Client of DDM Group will be invited as Collaborator

---

Step by Step – Inviting Collaborator to join Teamwork.com

Invite users

1. Invite users
2. Add details
3. Who would you like to invite?
   • <<First Name>>
   • <<Last Name>>
   • <<Email Address>>
4. Which company should they belong to?
5. Add a new company
   • <<Company Legal Name>>
6. <<Standard user || Collaborator>>
7. Choose projects
8. <<Project Name>>¹
9. Send invite
10. Send invite to one person²
11. Wait Inviting User to accept the Email Invitation

11. Received Inviation accepted Email.

---

Invitation Accepted By User

1. www.gmail.com³
2. Received the Email sent from do-not-reply@teamwork.com.⁴

3. Get Started⁵
4. Start collaborating with your team today
   • Role = Team Member
5. • I would like to receive news about Teamwork products, services, and events.
6. • By signing up, you agree to the storing of your data. Privacy Statement.
7. Create a password
8. Finish Sign up

9. Completed
10. Please save the password somewhere safe for future login.

---

People Configuration

Configuration should be carried out for the People (i.e. the User) after that People is created.

1. diamonddm.teamwork.com/app/people/people
3. <<TEAMMATE_FULLNAME>>
5. Permissions

Administrator	Yes | No
Is this user an administrator?	Yes
Can this user manage task templates?	Yes
Can this user manage custom fields?	No
Can this user access the calendar?	Yes
Give automatic access to all future projects?	No

---

Standard User or Collaborator	Yes | No
Is this user an administrator?	No
Can this user access project templates?	No
Can this user manage project templates?	No
Can this user add projects?	No
Can this user manage task templates?	No
Can this user manage people and companies?	No
Can this user manage custom fields?	No
Can this user access the calendar?	Yes

---

7. Preferences

Administrator OR Standard User OR Collaborator	Yes | No
Receive task/milestone completed emails?	Yes
Receive ‘Added as a follower’ emails?	Yes
Play a sound when the user receives a reminder or alert?	Yes
Receive daily ‘Project Report’ email?	No
Give automatic access to all future projects?	No
Use ‘Markdown’ for messages and comments?	Yes
Show only notifications for items they’re following	Yes
Receive status update notifications/emails?	Yes
Alert the user if they forget to notify people when they comment?	Yes
Enter time log duration in shorthand	No

---

Teamwork.com APP Installation

For mobility please also install the APP version of the Teamwork.com 

1. Google Play Store
2. Apple App Store

---

Footnotes

1. Do NOT tick the Compan Name. Tick the Project Name instead. ↩︎
2. An email will be sent from do-not-reply@teamwork.com to the inviting users. ↩︎
3. Email inbox of Inviting User ↩︎
4. Email Title = You’ve been added by <<Administrator>> to collaborate on Diamond Digital Marketing (HK) Ltd ↩︎
5. Once the user clicked the Get Started button, a new tab of the browser will be openned and the User will be brought to https://diamonddm.teamwork.com/launchpad/login/projects ↩︎