Add team members to your Mastt projects using two methods: directly from within a project or through the Workspace Admin panel. This guide covers invitation options, permission levels, and troubleshooting when email invitations don't work.
Before you start:
- Project Admins can add users to their specific projects only
- Workspace Admins can add users to any project in the workspace
- Users receive immediate project access after accepting invitations
Add Users from Within a Project (Project and Workspace Admins)
Step 1: Navigate to Your Project
- From your Mastt homepage, you'll see all projects you're assigned to, locate the project where you want to add users
Step 2: Access Project Settings
You can access Project Settings two ways:
From the project card
- Locate the Action button at the bottom right corner of the project card
- Click the Action button to open the dropdown menu
- Select Project Settings
From within the project
- Click the project card to open the project
- Click the Settings icon (cog icon) at the bottom left side of the screen
Result: The Project Settings panel opens with a side navigation menu.
Step 3: Open User Management
- In the Project Settings panel, click User Management from the left-hand menu
Step 4: Add Team Members
- Click into the Enter email to invite field. You have two options:
- Search for existing users: Start typing a name or email address. Select from the suggestions that appear.
- Add a new email address: Type the full email address, then click Use this address: [email] when it appears.
Step 5: Set Access Permissions
- Click the permission dropdown next to the user's email and select:
- Viewer – Can view project data but cannot make edits
- Standard – Can view and edit project data
- Click Invite Users to send the invitation
Result: The user receives an email invitation immediately and gains project access once they accept and log in. A confirmation message appears at the top of the screen.
Add Users from Workspace Admin (Workspace Admins only)
This method is only available to Workspace Administrators and works well when managing users across multiple projects.
Step 1: Access Admin Panel
- Click your name in the top right corner
- Select Admin from the dropdown menu
Step 2: Navigate to Projects
- Click Projects in the left-hand sidebar to view all projects in your workspace
Step 3: Locate Your Project
- Find the project where you want to add users
- Click the Action button beside it
Step 4: Open Project Settings
- Select Edit from the dropdown menu
Step 5: Access User Management
- Click User Management from the left-hand menu
Step 6: Add and Configure Users
- Follow Steps 4 and 5 from Add Users from Within a Project to add users:
- Click into the Enter email to invite field
- Type an email address or search for existing users
- Click Use this address when it appears
- Set the permission level (Viewer or Standard)
- Click Invite Users
Result: The user receives an email notification and sees the project in their dashboard on next login.
Alternative: Share an Invitation Link
If email invitations aren't reaching users (spam filters, email issues), share a direct invitation link through Slack, Microsoft Teams, SMS, or other channels.
Step 1: Access the Invite Link
- In the User Management section, find the invited user
- Click the Action button next to their name
Step 2: Generate the Link
- Select Get invite link from the dropdown menu - a modal appears showing a unique invitation URL
Step 3: Share the Link
- Click Copy to copy the link to your clipboard
- Share this link through any communication channel
The recipient clicks the link, completes account setup, and receives immediate project access with their assigned permissions.
Alternative option: Click Resend invite instead of "Get invite link" to send another email invitation.
Understanding Permission Levels
Viewer Access
Users can view all project data - contracts, change orders, payments, schedules, and reports - but cannot make edits. Ideal for stakeholders, executives, or external auditors who need visibility without editing rights.
Standard Access
Users have full read and write permissions. They can view, create, edit, and delete project data. Appropriate for project managers, cost controllers, engineers, and other active team members.
Best Practices
Add users proactively
Add team members as soon as you create the project rather than waiting for access requests.
Use invitation links for external users
Share invitation links with consultants or contractors who may have strict email filters or security settings.
Check spam folders first
If users report not receiving invitations, ask them to check spam or junk folders before resending.
Troubleshooting & FAQs
Q: What if the user doesn't receive their email invitation?
First, ask them to check their spam or junk folder. If the email still hasn't arrived, use the Get invite link option from the Action menu next to their name in User Management. Share this link through Slack, Teams, or another channel.
Q: Why can't I add users to certain projects?
Project Admins can only add users to projects where they have admin access. To add users to other projects, you need Workspace Admin permissions or must contact a Workspace Admin.
Q: How do I change someone's permission level after they've been added?
Go to Project Settings > User Management, find the user, click the Action button next to their name, and select the new permission level. Changes take effect immediately.
Q: What if the invitation expires?
Invitations expire after 24 hours. Simply click the Action button next to the user's name and click resend invite or get invite link (admin permissions required).
Need help? Contact Mastt Support for additional assistance with user management.