Invite members from within a specific Forma project

Step-by-step guide

With Forma, projects in the cloud can easily be shared with team members. By inviting them from within a project, access is granted to that project, but they cannot view other projects in your Hub.

1. With a project already open, in the left panel, click the Project members tab.
   

Project members who have already been invited are listed.

To add additional project members:

2. Click Invite.
   

3. In the Invite to project dialog box, enter or paste up to 50 email addresses.
4. To assign the members a role, make a selection in the role drop-down.
   

Members assigned the Viewers role (which does not require a subscription) can open and view a project, but cannot make changes to a project.

Collaborators can edit existing projects, create new ones, and invite members to projects.

Admins can do everything a Collaborator can, plus they can invite new members to the project.

5. With a role selected, click Copy invite link to provide a link to external people.
6. Alternatively, enter an email address and then click Send Invite.

When Copy invite link is selected, a link to the project is generated, and those using the link are given the assigned role.

Inviting members from within a project is a good solution for collaborating with external teammates and stakeholders who are outside of your organization.