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Team - Adding Users to Projects
Team - Adding Users to Projects

Add users to projects through team module

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. 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, 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

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