Adding team members to a project

You can update members working on a project from Project settings or right from the project.

From a project

  1. Navigate to projects
  2. Open that existing project (which you want to update)
  3. In the project's timeline page, click on the add button (Ref 2.1)
  4. Click on Our Team or Clients/vendors tab (Ref 1.1 & 1.2)
  5. Enter the details of the member
  6. Click on Add member

Ref 2.1

From Project's settings

  1. Navigate to projects
  2. Open that existing project (which you want to update)
  3. Select to settings
  4. In our team, you can add your team members to collaborate. (Ref 1.1)
  5. In client/vendor, you can update the client’s email address and organisation and send an invite for collaborating with your client. Or you can choose not to collaborate simply by selecting “Do not invite”. (Ref 1.2)

Ref 1.1

Ref 1.2

You can only invite one client and your client will be able to invite his team members to this project.

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