Features Below Available To: ❌ Grow Plan ❌ Track Plan ✅ Free Plan
You've been invited to Monograph by a firm you collaborate with - now what? Continue reading to learn more about accepting your invitation and creating a free account.
1️⃣ Step 1 - Accept Your Invitation
After a firm has invited you to collaborate, you'll receive an invitation via email. Within the email, click Accept Invite and you'll be prompted to enter your name, company name, and email address. After entering the required information, click Join now.
Next, you'll receive another email that will contain a link used to verify your account. If you don't receive the within a few minutes, click Resend email. If the email still doesn't arrive, please reach out to our Support Team for further assistance.
Once you've received the verification email, click Verify email address to complete the sign-up process.
💡 When you accept a project invitation from a firm, all future projects they invite you to will be automatically accepted. Your team will receive in-app notifications as these projects are added.
🚨 The verification link will expire in 30 minutes. If the link expires, you will need to re-enter your email address to receive a new link and complete the process again.
2️⃣ Step 2 - Access Your Project
After accepting the initial invitation, you can access the project that you were invited to collaborate on by navigating to the Projects page. As you receive additional invitations to collaborate with other firms, they will also appear on this page.
Users with paid Monograph accounts: collaborative projects will appear in the Projects list amongst your firm's other projects.
Click on a specific project to access the Project-specific Overview page, where you'll find information related to the project's schedule, budget, general details, and deliverables.
📚 Learn more about collaborative projects here.
3️⃣ Step 3 - Invite Your Team
If other team members in the company will also be working on collaborative projects, they can be invited to join your company's free collaboration account.
Any team members who are invited will be assigned to every project and will have the same project visibility.
📚 Learn more about inviting your team here.
Frequently Asked Questions
I can't find my invitation - what email was it sent from?
Your email invitation to collaborate in Monograph will come from [email protected].
How can I adjust what my team has access to view?
Free collaboration accounts do not utilize permission levels; all team members will have the same visibility. Only firms with paid Monograph accounts are able to control their team's permissions and visibility.
Can I invoice firms that I collaborate with for my work through Monograph?
Yes! Consultants on a free plan can upload PDFs of their invoices and be paid through Monograph if both the consultant and firm are signed up for payments. Consultants on paid Monograph plans can create invoices in Monograph directly to send firms.