How to Invite Employees or Guests to Projects in Bitrix24

Inviting employees or guests to projects in Bitrix24 keeps collaboration organized. Projects help teams work together by giving them a shared place to assign tasks, chat, and share files. Both employees and guests can join a project. The invitation process differs depending on whether the new member is an employee or an external guest.

Set project access permissions first

To let other employees invite members, set up project access permissions first. This step defines who is allowed to invite members to a project. Lima Soft Solutions can help you configure these permissions in your Bitrix24 account.

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Invite an employee to a project

You can add an employee when you create a project or later in an existing project.

When creating a project

1. Go to Projects and click Create.
2. In the project form, find the Project members section and click Add.
3. Select the users, department, or workgroup you want to add.

In an existing project

1. Open the project and go to the main chat.
2. Click a special icon and select your coworkers on the Employees tab.
3. Click Invite.

Adding an employee to the project main chat automatically adds them to the project.

Invite a guest to a project

Guests are external users who do not have a Bitrix24 account, such as contractors, clients, or vendors. Guests can chat, work on tasks, and join meetings. They cannot access other company data. You can invite a guest only after the project is created.

Open the project's main chat and click in the top-right corner, then open the Guests tab.

There are two ways to invite a guest.

Invite by link

Click Copy link and send the link to the guest in any convenient way, for example, by email or in a messenger. To revoke a shared link, click the Refresh icon next to Copy link. Bitrix24 creates a new link, and the previous link stops working.

Invite by phone number or email

Enter the guest's phone number or email address and click Invite. The guest will get an SMS or email invitation.

Track invitations and guest status

After you send the invitation, the project and its main chat are marked in green. This helps you quickly spot projects that include guests. All invitations are saved in the project's main chat. You can see who sent the invitation and which method they used.

When the guest accepts the invitation, the chat shows a notification. In the member list, the guest's avatar is highlighted in green.

Get help with Bitrix24 project setup

Projects in Bitrix24 work best when access permissions and invitation options are configured for your team. As a Bitrix24 implementation partner, Lima Soft Solutions helps businesses implement and configure Bitrix24 tools, including project collaboration and guest invitations. Contact Lima Soft Solutions for a consultation to set up Bitrix24 projects for your business.