Adding Members to a Project

Created by John Tapia, Modified on Tue, 27 Feb 2024 at 08:45 PM by Nicholas Czarnick

1. Open the project and go to the Members tab.


2. Make sure the root project folder is selected at the very top of the Project Explorer.


2. Click the green Add Member button.


3. The Add Member window will open with options to add members either individually or as a group:


To add individual users from the existing account Users List, click Users, navigate to the desired member(s), define the role assignment for the member(s), click the check box next to the role drop-down menu and click Add Member(s):



To add a group of users to the project, click Groups, navigate to the desired group, define the role assignment for all members included in the group, click the check box next the role drop-down menu and click Add Member(s): 



To add a new user that is not already in the account Users List, click Invite New Users, type the user email address to send the invitation to, type the user first and last name, define the role assignment, and click Add Member(s):



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