Tutorials

Tutorial: Inviting Your Team

This tutorial walks you through the complete process of building your team in Pasco Cloud — from inviting your first colleague to sharing a document with a group. By the end, you will have a working team structure ready for collaboration.

Before You Start

Make sure you have:

  • A Pasco Cloud account with a verified email address
  • An organisation set up (you need to be an admin)
  • At least one colleague's email address ready to invite

Step 1: Invite a Colleague to Your Organisation

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🚀 Let's go!

Start from your organisation detail page:

  1. Navigate to Organisations in the sidebar and click on your organisation
  2. Click the Members tab
  3. Click the Invite button
  4. Enter your colleague's email address
  5. Set their role — choose Member for standard access or Admin if they need to manage the organisation
  6. Optionally set a title (e.g. "Site Supervisor") and team (e.g. "Structural")
  7. Click Send Invitation

Your colleague will receive a notification if they are already on the platform, or an email invitation to create an account if they are not. Once they accept, they will appear in the Members tab.

[Screenshot: Organisation Members tab showing the Invite modal with fields for email, role selector, title, and team]
Invite team members to your organisation by email — set their role and optionally assign a title and team.

Step 2: Add Them to a Project

Once your colleague has accepted the organisation invitation, add them to a project:

Ginger Bear mascot

🚀 Let's go!

  1. Navigate to Projects in the sidebar and click on your project
  2. Click the Members tab
  3. Click Add Member or Invite
  4. Select your colleague from the list or enter their email
  5. Set their project role (admin or member)
  6. Optionally set a project-specific title and team
  7. Confirm

Remember, organisation membership does not automatically grant project access — you need to add people to each project they should work on.

[Screenshot: Project Members tab showing the member list with role badges and an Add Member button]
Add team members to specific projects — they will only see documents shared within that project context.

Step 3: Create a Group

Now create a group to make sharing easier:

Ginger Bear mascot

🚀 Let's go!

  1. Navigate to the Users page from the sidebar
  2. Click the Groups tab
  3. Click Create Group
  4. Enter a name — for example, "Site Supervisors" or "Project Alpha Team"
  5. Add a description so others understand the group's purpose
  6. Add members — search for users and add them to the group
  7. Set each member's role (admin or member)
  8. Click Save

Your group is now ready to use for sharing. Any document you share with this group will be visible to all its members.

[Screenshot: Create Group form with a name field, description, and a member list showing added users with role selections]
Create a group to organise team members — you can use it across all document types for consistent sharing.

Step 4: Share a Document with the Group

To see groups in action, share a document:

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🚀 Let's go!

  1. Navigate to any document you have created — a template, report, issue, task, or contract
  2. Click the Share button (or find the sharing option in the document's settings)
  3. In the sharing modal, search for the group you just created
  4. Add the group to the document's shared groups
  5. Save the sharing settings

All members of the group can now see this document. If you add new members to the group later, they will automatically get access too.

Step 5: Send Connection Invitations

For people outside your organisation — subcontractors, consultants, inspectors — use connection invitations:

Ginger Bear mascot

🚀 Let's go!

  1. Navigate to the Users page
  2. Click the My Connections tab
  3. Click the invite button
  4. Enter the person's email address
  5. Send the invitation

If they are already on the platform, they will get a notification. If not, they will receive an email invitation to join Pasco Cloud. Once they accept, they are added to your personal connections group — making it easy to share documents with them.

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💡 Tip

Connection invitations work across organisational boundaries. You do not need to add someone to your organisation just to collaborate — connections let you share documents and work together while keeping your organisational structures separate.

What You Have Built

After completing these steps, you have:

  • Organisation members — your core team with defined roles
  • Project members — people assigned to specific projects
  • A general group — a reusable team for sharing documents
  • Personal connections — external collaborators in your network

This team structure scales with your work — as you create more projects, templates, and reports, you can share them with the groups you have already set up.

What's Next?

Now that your team is in place, it is time to create the forms they will use:

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Creating Your First Project
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Building Your First Template