Adding team members to a project

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

From a project

  1. Navigate to projects
  2. Open that existing project (which you want to update)
  3. In that project, 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 Configurations

  1. Navigate to Projects
  2. Open that existing project (which you want to update)
  3. Select to 'Configurations'.
  4. In 'our team' tab, 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

Note: You can only invite one client to a project. Once your client accepted the invite, your client will be able to invite his/her team members to that project.

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