After you've selected the company for a project or phase consultant in the Consultant Fees page, if automatic invitations aren't enabled, you'll be prompted to invite them to collaborate on all projects or only the current project.

The Primary contact's email address will be used by default, but the dropdown can be used to select another contact or create a new contact for the company.

Click Connect to send the invitation to collaborate or Skip to bypass the invitation. After the invitation is sent, an automatic bill reminder will also be set up for the consultant.

If a consultant has been invited but has not accepted the invitation, the company used can still be edited or deleted from the Consultant Fees page. To continue, click on the Edit button next to the consultant's name to edit or click on "X" to delete the consultant and cancel their invitation.

When editing, you'll have the option to select a new company, which will automatically cancel the invitation that was sent to the original company. Click Next after the new company has been selected.

After selecting the new company, you'll then have the option to select the new recipient and send the new invitation.

A consultant can easily be invited directly from the Project Details page. In the Consultant Collaboration section, click the ellipsis next to the consultant you'd like to invite and select Send invite.

A pop-up will appear prompting you to invite the consultant. The Primary contact's email address will be used by default, but the dropdown can be used to select another contact or create a new contact for the company.

Click Connect to send the invitation to collaborate or Skip to bypass the invitation. After the invitation is sent, an automatic bill reminder will also be set up for the consultant.

After they have been invited, the Status will appear as Invited. Once they accept the invitation, they will appear as Active.

To resend an invitation from the Project Details page, click on the ellipsis next to the consultant and select Resend Invite. You'll then be prompted to select the email address for resending the invitation and select Resend Invite again.

To cancel an invitation from the Project Details page, click on the ellipsis next to the consultant and select Cancel. You'll then be prompted to confirm that you'd like to cancel the invitation with a warning that doing so will prevent the firm from collaborating. Click Yes to cancel the invite or No to go back.

Consultants can be invited from the Project-Specific Overview in the Consultants section, found in the bottom right corner of the page. Here, click on the Email icon to send the invitation.

A pop-up will appear prompting you to invite the consultant. The Primary contact's email address will be used by default, but the dropdown can be used to select another contact or create a new contact for the company.

Click Connect to send the invitation to collaborate or Cancel to cancel the invitation process.

After the invitation is sent, the icon next to the consultant will appear as an email with an arrow underneath it. Once the invitation is accepted, the icon will change into a green circle with a white checkmark.

To resend an invitation from the Project-Specific Overview page, click on the email icon next to the consultant. You'll then be prompted to select the email address for resending the invitation. Click Resend Invite when ready.

If a consultant needs to be invited to multiple projects at once, you can add the from the Consultant Directory. To do this, navigate to Contacts and click Consultants in the sub-menu.

Once here, click on the Connect button for the consultant who should be invited and a pop-up will appear. Here, choose if you would like to invite the consultant to access all current and future projects that they are assigned, or only specific projects that they are assigned.

Select the appropriate option and click Connect to send the invitation to the primary consultant contact.

After the invitation is sent, the consultant will be able to invite any other team members on their end.

To note: When a consultant is added to multiple projects at once, their invitation will include the names of the specific projects.

When importing a new consultant from QuickBooks Online, you'll be prompted to enable collaboration with all important consultants on their assigned projects. Click Yes to proceed with inviting the consultants or No to cancel.

Clicking Yes will automatically add the consultant to any project that they are assigned to going forward.

To invite a consultant to a project from the consultant's Details page, navigate to Contacts > Consultants and click on their name to open the Details page. Here, you can use the toggle in the Collaboration connection section to auto-connect the consultant to any current and future projects that they are assigned to.

Note: in order to invite a consultant to collaborate, the company must have the primary contact details completed.

Alternatively, click on Projects in the sub-menu to see any of the projects that the consultant has been invited to, along with the status of each project's invitation.

Click on the ellipsis next to a project and select Send Invite again and a pop-up will appear. Here, choose if you would like to invite the consultant to access all current and future projects that they are assigned, or only the specific project that you have selected.

Click Connect to send the invitation to collaborate or Cancel to cancel the invitation process.

To resend an invitation from the Consultant Details page, click on the ellipsis icon next to the specific project and select Resend Invite. You'll then be prompted to select the email address for resending the invitation. Click Resend Invite when ready.

To cancel an invitation from the Consultant Directory, click on the ellipsis next to the project and select Cancel Invite. You'll then be prompted to confirm that you'd like to cancel the invitation with a warning that doing so will prevent the firm from collaborating. Click Yes to cancel the invite or No to go back.