How-To: Add, Remove, and Manage Team Members, Vendors, and Contacts To A Project

The difference between adding people from the account level versus the project level comes down to access. From the project contacts section you’ll be able to add various contacts to your project:

• Team Members

• Vendors

• Groups

• Other (executives, emergency contacts, or location information)

Select the project you’d like to add your contacts to. Once you’re on your main project page, click on the “Contacts” tab.

On this page, you’ll have 4 contact types in a tab that you can use to organize your project:

Clicking on each tab will allow you to add a new contact to that contact type. Please be sure to always check the tab before adding a new contact so you don’t mix them up.

Adding a New Team Member

The default tab is “Team”. To add a new team member, click the purple “+” button to add them.

Simply type in or copy/paste their email into the window and assign them a level of access appropriate to their role.

Permission Status:

• Project Owners - Has full access to everything in MEsuite. Can archive entire projects and will receive the invoice at the end of the month. You can have multiple Project Owners.

• Project Managers - Can modify and archive release templates and documents, as well as view and deploy releases.

• Associates - Cannot modify anything. They only can view and deploy releases.

Invites

Your team will receive an email from “[e-mail]” inviting them to your project.

• If they’re new to MEsuite, they’ll be invited to create a Profile by creating a password. Then they can accept your invitation to join your project.

• If they’re already in MEsuite, they’ll be invited to accept your invitation.

When you’re all set, click the “Submit” button.

Checking for Invite

Once the invite has been sent, please have your team member check their email for the invite from “[e-mail].” If it’s not in the inbox within ~3 minutes, check the spam folder.

If your team member has already been invited to MEsuite previously but has not logged in, please let your customer success manager know as they might need to be manually reset.

Adding a Vendor

Select the “Vendor” tab and click on the purple “+” button to add your vendor. Once you’ve verified that all the information is correct, press Submit.

Creating a Group (Departments)

Use Groups to organize teams by department and provide clarity on who belongs to which department.

1

Give your group a name

Enter the name for the group.

2

Add members

You can only add people to your group if they’re already in your account. When you type their name, they should automatically pop up — select them without typing their full name or email.

3

Remove members if needed

If you added someone by accident, you can remove them.

4

Confirm

Click Confirm when you’re done.

Adding a Contact to "Other"

The Other section is for contacts outside your team and vendors — for example: executives, emergency contacts, or specific addresses/locations.

Select the “Other” (Option) tab and click the purple “+” button to add your contact. Once you’ve verified that all the information is correct, press Submit.

Editing and Removing Contacts

To edit or remove any contact, click the “Manage” button from any tab to Edit or Delete a contact.

Permissions note:

• You can remove contacts only if you’re a Project Owner or Project Manager.

• Only Project Owners can remove other Project Owners.

What’s next?

Next, add your document templates to your project. Follow this guide on how to import your document templates into SignME: https://wordtohtml.net/

Done!

Let us know if you have any feedback at [e-mail]

— Team MEsuite