Can I specify which provider contacts get invited to my project?

Can I specify which provider contacts get invited to my project?

Yes. You can specify which provider contact from each provider organization will be invited to the project and receive the Smart Brief.  

After you select the matched providers, Glo will ask you to review and confirm the provider contacts you would like to invite. Invitees will default based on pre-established client relationship leads. Simply select or un-select the provider contacts from the list.

If you do not see the provider contact you want to invite, you can add a new invitee. New contacts are added as Project Specific Users and will receive an email notification inviting them to join Globality. 

After you have invited providers to your project, you can view and edit the list of invitees by navigating to the respective provider’s overview and clicking on the Invitees tile.