Add a User to a Project

This document explains how to add an existing organization member to a project and assign their project role.
If you need to create a new project first, see How to create a project.

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Add a User to a Project and assign them Project-role(s)

Option 1 — From the Project Level screen

Requirements

• You must be the Project Admin. The person must already belong to the organization.
• Invitations sent from a project add the person to that project only. Project Admins cannot add people to other projects.
• The person must already in the Account.

1. In the target project, go to Settings → Members.
2. Click + Add Member.
3. Enter the user’s email address.
4. Assign a project role from the Role dropdown.
5. Click Add.

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Option 2 — From the User’s Detail Page (Account Level)

Requirements: You must be an Account Admin to perform this action.

tip

Use this method when you want to add a user to multiple projects at once.

1. From Admin Settings → Organization → User Management, select the user and open their User Detail page.
2. Click + Add to Project.
3. In the Add to Project dialog, select one or more projects.
4. For each selected project, assign the user’s project role by clicking Change Role and Permission next to the desired project.
5. Select the role from the pop-up.
6. Click Update.

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Option 3 — From the Project Detail Page (Account Level)

Requirements: You must be an Account Admin to perform this action.

tip

Use this method when you want to add multiple users to a project at once.

1. Go to Admin Settings → Org → Organization Management.
2. Find the project you want to update.
3. In the project detail view, click + Add Member.
4. Enter the email address of the person you want to add. You can select multiple people.
5. Select role(s) for them.
6. Click Add.