In order to add Users to any of your Projects, you simply need to add them to one of the Project’s Teams
Step 1: Select the Project where you want to add the user.
Step 2: Select “Manage” from the main menu.
Step 3: Select the Teams management icon (icon of 2 people to the right of Manage).
Step 4: Select the “+” sign in the top left of the Team’s group box (To the left of the Team name) for the Team that you want to add the new User to.
Step 5: A new dialog will launch that will allow you to add new members to the Team.
Step 6: Start typing the email for the person you want to add.
NOTE: If the user already exists in your account the system will try and match it without you typing the whole email address in. You can them select the correct user from the presented list of options. In the case below Harry Potter is already a user on our account so we can add him directly.
Step 7: If the person is not already defined in your account, then you will need to type their full details. In this example, Hermione Granger is not currently a member of the account so the system doesn’t find her.
Step 8: Once you have entered all of the new members, click the “Add Users” button.
Step 9: The users will now be added to the Team.
NOTE: Since Harry was already defined in the account, he was added directly with no additional steps required. Because Hermione was not a member of the account, she was sent an email and must register with the system/account before she will have access. Her status will show as “Has Not Accepted” until she completes that process.
Once she completes the process her status will automatically change to match that of the other Team members.
