Create new project with existing member group

This feature is only available for Enterprise Dashboard users.
Necessary dashboard permission: Enterprise Admin, Group Manager or Project Manager.

You can automatically invite complete collaborator groups from other projects to a newly created project or even existing projects. This feature is limited to only the projects that you have access to depending on your Enterprise Dashboard permissions.

If you do not yet have a project dashboard, please find more information on the HoloBuilder Enterprise Dashboard here or reach out at support@holobuilder.com.

 

Invite collaborator group to new project

In the Enterprise Dashboard, click on “Create project”. Fill out the details in the Create Project view.

  1. Click on the drop-down menu “Select a project” to open a list of your projects. Alternatively, you can start typing a project name to directly search for the desired project.
  2. Select a project from the list.
    Great new project with group invite
  3. The Group Manager, as well as Project Manager, will be filled in automatically according to the setting of the chosen project. You can still remove and change these individually.
  4. Clicking the button “Edit Members” to manage the collaborator group.
    Edit members of invited group
  5. Edit the project members that you want to add to your new project by changing the access permissions for individual members or removing them completely. Please note: You can always add new members that are not yet included later on directly in the project.
  6. Close the “Members” overview by clicking the “Close Members” button.
    Remove member or change permission
  7. Click “Create” to complete the project creation.

Support

If you still have any questions about inviting user groups from other projects or the HoloBuilder Enterprise Dashboard in general, please let us know by e-mail at support@holobuilder.com or via our integrated live chat on holobuilder.com.