Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to assign users to projects, users will need Edit Permissions for Projects
Two Options for Adding Users to Projects
Adding User
To add individual users to the project, open the People module in your selected projected. Under the Team tab, click on the "Add Users" option. In the user selection interface, you have several search options to find the desired users:
You can search by "User" to directly search for specific users
by "Titles" to filter users based on their assigned titles
You can specify whether the user you are looking for is "external" or "internal" to your organization.
Adding Crews
If you want to add a group of users based on the crew they belong to, click on the "Add Crew" option. This allows you to add crews as a whole, simplifying the process of assigning multiple users to a project.
Note: Crews are pre-defined groups of users within your organization, typically organized based on their roles or responsibilities. Learn how to create a crew here
Learn how to do this in the Mobile App!