This guide will walk you through how to invite colleagues to 4Map and assign the correct permission levels to match their responsibilities.
✉️ Inviting Your Team to 4Map
You can invite your team to the platform in just a few clicks:
How to Invite Teammates:
Click on your initials in the top-right corner of the screen to open your account menu.
Select “Invite colleagues.”
In the pop-up window, enter your teammates’ email addresses.
Choose the appropriate role for each person from the drop-down list.
Click “Send invites” to send the invitations.
💼 Assigning User Roles
Each user role comes with a specific set of permissions. Here’s a breakdown of what each role can do:
Role | Permissions |
Admin | Full access. Can create, manage, delete, and view projects, order all data types, and manage users (add, remove, or change roles). |
Project Data Owner | Can create and view projects, order Foundation and Validated Data, and invite users at the same or lower level. |
Project Collaborator | Can create and view projects, order Foundation Data only, and invite users at the same or lower level. |
Project Viewer | View-only access. Cannot create projects, order data, or invite users. |
Project Guest | External users with view-only access to specific projects (no folder or org access). |
⚡️ Bulk Invitations for Teams
Want to invite your whole team at once? Admins can now use the Bulk Invite feature:
How to Use Bulk Invite:
Open your account menu and go to “Team Management.”
Click on “Invite Teammates.”
Add multiple email addresses and assign roles in one action.
Key Benefits:
Streamlined Onboarding – Get your team set up quickly.
Effortless Setup – Skip the manual invites, especially for large teams.
Save Time – Focus on project execution, not admin overhead.
📹 For more help, check out our video tutorial.
👥 Invite External Guests with Ease
Bringing in external reviewers or partners? Use the Guest role to provide secure, view-only access to a single project—without exposing other folders or organization-level data.
How to Share a Project with a Guest:
Open the project you want to share.
Click “Share” in the top-right corner.
Enter the guest’s email address.
Click “Share project”.
🔒 Guests will only see what you’ve explicitly shared—no risk of oversharing or unwanted access.
🙋 Need Help?
If you have questions about setting roles, permissions, or managing your team, don’t hesitate to reach out to your Customer Success representative. We’re here to make sure your team gets the most out of 4M.
Send us a message