How do I add external project collaborators to a project?

Note: You must be a project admin to perform this action. => What can project admins do?

To add external project collaborators to a project, click Contacts (1.) and then click + Add project collaborators button (2.).

A new window will open. Enter the organization name in the search field (yellow highlighted area).

The following two cases may occur:

Organization is found:

Select the organization with a click (1.) on it and then click the Continue button (2.).

Next, define the role of the organization in the project as well as its Cost group (optional) and Description (areas highlighted in yellow). Then click on the Continue button.

Now select the search field "Add Employees" (area highlighted in yellow). Add the employee(s) to the organization by clicking on the respective person (1.). All employees of the organization who already have an account with smino are available for selection. Finally, click on the Continue button (2.).

Note: If the desired contact person has not yet been entered, click on the button Enter contact person (3.) and enter all persons of the organization required for the project. The following helparticle explains how to add contact persons that do not yet exist => How do I add additional contacts to a project?

Organization is not found:.

If the organization is not found, click on the Capture New Organization button.

Define whether the organization should present itself as a Company (1.) or as a Private party (1.) and fill in at least all the mandatory data concerning the organization (areas highlighted in yellow). Define the role of the organization in the project as well as its Cost group (BKP optional) and its Description (areas highlighted in yellow). Then click on the Continue button (2.).

Information on the form of organizations: Companies are organizations such as sole proprietorships, GmbHs or AGs. They are visible to third parties in the global address database by default. Private parties are private individuals such as buyers and tenants. They are not visible to third parties in the global address database.

Next, you must enter at least one contact person belonging to the organization. Decide whether to send an invitation to the project to that person. If the checkbox Invite contacts to collaborate on smino (1.) is selected, an e-mail with the invitation to smino is sent directly to the contact person after saving. The contact person can then activate the personal account by clicking on the link in the e-mail and is directly assigned to the project. As soon as the contact person has activated their account, this button is no longer displayed. This gives you an overview of who has already accepted the invitation.

To enter a contact person, click on the Enter contact person (2.) button.

Be sure to fill out at least all the required fields (areas highlighted in yellow). Finally, click on the Save button.

If necessary, you can add more contact persons by clicking on the Enter contact person button again (1.) otherwise click on Continue button (2).

If the repro service is already set up, you can customize it. Then click Save.

Note: The invitation can also be sent again or at a later date. => How can I resend the invitation to a contact person?

Updated on: 31/08/2026

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