How do I add a user to my project?

This article will walk you through the steps to manage users from the project settings.

Things to consider:

  • Before you can add users to a project, they must already have user permissions in the system. If they don't, they won’t appear in the dropdown list when assigning users to a project.
  • This action will add the project to the user's profile. Alternatively, you can also add it directly from the user's profile.

Steps to Add a User:

Step 1. In the top-right corner, click the menu icon and select "Project Settings."

 

Step 2. Scroll down to the "Users" section and click "Manage Users."

 

Step 3. Add Users

  • Select them from the list on the left and click the (+) icon next to their name.
  • Click "Save" to confirm the changes. The user should now be added to the project

💡Tip: To remove, simply click the (-) icon next to the user's name and click "save" to confirm changes.

 

Step 4. Confirm that the users have been updated.

 

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