For each project, users of your company need to be added to the project team. Each team member is assigned a project role which corresponds to your company's defined Project Roles under Admin > Company > Project Roles. Users who have been assigned to a group under Admin > Company > Users can be quickly added to the team with a set project role.
Add an Individual Team Member
To add an individual Team Member:
- Under Admin > Project > Team, click the + New Team Member button. A new row will display.
- Select the user's Name from the drop-down list. The user needs to be a company user under Admin > Company > Users. Their email will display automatically.
- Select the user's Role on this project. Project Roles and permissions are defined under Admin > Company > Project Roles.
- Click Save. The project will now display for the user. To view the project, the user may need to click their Refresh Permissions button under their badge.
Add a Group of Team Members
To add a Group of Team Member to a project:
- Before the Group option will display on the Team page, users must be assigned to a Group under Admin > Company > Users.
- Under Admin > Project > Team, select the Group and Role that that the group will have on the selected Team. Any users in the group that have not already been added to the team will be added.
