ISTA Digital | Project Details & Project Team

ISTA Digital | Project Details & Project Team

To learn more about ISTA Digital's Project Details & Project Team, including an overview of how to keep your projects private and, if you want to, securely share them with others, click here ▶️  to watch this helpful tutorial. For additional resources, visit ISTA Digital Support for all available tutorials.

This tutorial covers the following topics:

  • Opening a project in ISTA Digital
  • Project Details section; Project Title (a.k.a. the name of the project)
  • Project Status; Start Date, Complete Date, Accepted Date & Follow Up Date
  • Project Created By & Last Modified By username and date
  • Setting or editing Project Visibility including Project Team, All Company Users or Public
  • Viewing & managing the Project Team
  • Company users
  • Company contacts
  • Setting project team member's access to either Admin, Editor or Viewer
  • Adding and inviting users to join a project
  • Inviting members to join ISTA Digital
  • Inviting non-members to a trial account
  • Invite New Contact

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