Inviting and Managing Users in Proggio Effectively

Introduction

Why Add Users to Your Proggio Workspace?

Adding users to your workspace enables seamless collaboration across your organization.

Whether you’re managing tasks, projects, or entire portfolios, inviting your team allows you to assign responsibilities, monitor progress, and streamline communication.

With flexible role and access level settings, you can ensure each user has the right permissions — giving stakeholders the visibility they need, and team members the tools to get things done efficiently.

To get started, follow the simple steps below to invite users into your workspace.

Step 1: Click the Invite Icon

In the top-right corner of your screen, click the person with a plus (+) icon.

Step 2: Choose How to Invite

A window will open to invite users.

Important: If you’re inviting from within a specific project, you can restrict the invitation to just that project by checking the box in the top-left corner of the window.

You can create new users in two ways:

By Email: Enter the user’s email address.
By Title: Enter a title (e.g., Designer, Analyst, John Smith) without an email, and, after selecting the required user access and role — select “Add user without sending an invitation.”
This will create a placeholder user (with no access). If needed — you can later assign an email address to this user and activate them .

Step 3: Choose User's Role and Access Level

Select the appropriate role and permission level for the new user.

Each role/access level combination will grant the user different access rights in the workspace.

These combinations are shown in the matrix table below:

Access Level 🡒 / Role 🡓	Viewer	Editor	Admin
Executive Manager	Can view projects and tasks, no editing rights.	Can edit portfolio, projects, and tasks.	Full access, including space settings.
Project Manager	Can view projects and tasks, no editing rights.	Can edit own projects and tasks.	Full access, including space settings.
Project Contributor	Can view projects and tasks, no editing rights.	can view projects and tasks, and edit their own tasks	–
Tasks Only	Can view their own tasks only.	Can view and edit their own tasks.	–

Step 4: Send the Invitation

Click “Send Invitation” at the bottom right of the window.

A confirmation will popup at the top of the screen notifying you that the invitation was sent.

The invitee will receive the following email with a link to accept the invitation.

Once they accept and set up their account, they’ll be able to sign in and collaborate with your team in Proggio.

Optional: Add Placeholder Users (No Invitation Sent)

To add a user without granting access yet:

In the invite window, enter the user’s details (Title, Access Level, Role, and Skill if needed), then click “Add User Without Sending an Invitation.”

This creates a placeholder user who can be assigned to tasks and projects.
They won’t receive an invitation email or be able to access the workspace.

To activate a placeholder user:

Go to Settings (cogwheel icon) > Users
Locate the user in the list, hover over their name and click the person with a cogwheel icon that appears to open the user’s profile
Click Assign email to this user
The Email section in the properties panel will become editable — Enter the user’s email and click Save at the bottom-right corner
Back in the user’s list — click “Re-Invite” in the Status column to send the invitation