Last Modified On: May 12, 2025
In Inspire Planner, a Project Team Member and a Collaborator serve different purposes, though they can sometimes be the same person.
Project Team Member:
A Project Team Member is someone assigned to work on tasks within the project. They are added to the Project Team and often have a defined Role (e.g., Project Manager, Engineer, Business Analyst). If a task matches their role, Inspire Planner can automatically assign that task to them (for more information, please see Auto Assign Tasks to Project Team Members using Roles). These resources are actively involved in executing project work.
Collaborator:
A Collaborator is someone you want to share the project with, either for visibility or input. Collaborators may or may not be assigned tasks. When added, they are granted read-only or read/write access to the project, depending on the permission level you choose. Collaborators are often stakeholders, team leads, or others who need to monitor progress but aren’t necessarily completing project work.
When adding users as Project Team members for task assignment, you can choose to automatically add them as Project Collaborators directly from the Project Team record. This streamlines the process by eliminating the need to add them separately as collaborators.
When creating a new project team record, set "Add as Collaborator" to TRUE and specify the collaborator's permission level.
Click on Save when finished.
Please Note: