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Add project members

127 viewsUpdated 18/09/20261 min read

This topic includes:

Invite people to a project

  1. Open Project Admin → Members.
  2. Click Add members.
  3. Paste one or more email addresses into Enter or copy and paste email addresses.
  4. Choose a Project Role.
  5. Click Add.

Project members Members, with the role and company each one holds on this project.

People who do not yet have an account are invited by email; people who do are added straight away. Either way they are notified that they are on the project.

Why a role is required

Add stays disabled until a role is chosen, and this is deliberate. A role grants permissions, so it is a decision rather than a default — silently assigning whichever role happens to sort first is how somebody ends up with access nobody intended.

A member's company comes from their own profile, not from the invitation.

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