Project users

Project users

Add a user

  1. Navigate to Projects in the top panel.
  2. Select the project from the list of projects in your team.
  3. Navigate to Users.
  4. Click + User.
  5. Navigate to Add Existing User, type the email address, and select from the list.
  6. Navigate to Add New User and enter the email address.
  7. Select the User Role.
  8. Click Add.

Edit a user

  1. Navigate to All Users from  .
  2. Pick the user to edit and select  in the upper-right corner.
  3. Click Details to view the details of the user.
  4. Select the role and update it.
Only the Team Owner and Admin can edit the role of the users in the team or project. They can edit the user role only from 'All Users' in setup. 

Delete a user

  1. Navigate to Users .
  2. Select the user you want to delete.
  3. Choose  in the upper-right corner.
  4. Select Delete.
  5. Enable Notify via Email to send email to the particular user.
  6. Click Delete.

Search for a user

Search for a particular user in your project.
  1. Click Users in the left panel.
  2. Click Project Users in the upper-left corner of the page and search for users from the drop down.
  3. Enter the user name in the Search by User field.
  4. Search users by:
    • All - View users in the Project.
    • Admin - View the Admins in the Team.
    • Manager - View the managers in the project.
    • Member - View the members in the project.

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