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FAQ - How can I add an existing/new contact to all existing projects in 'bulk'?

- Why are my new team members unable to see all projects while logging time? - Some of my team members cannot access all projects

Momen Khalid avatar
Written by Momen Khalid
Updated over 2 years ago

Existing Contact (Team Member)

You might have existing contacts that are unable to access all projects (i.e. all of your clients' projects) when trying to log time or on the 'All Projects' page. This can be fixed by going to the Contacts page > Team Member > Edit Team Member > Check the 'Add to all existing projects' option > Save.
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Similarly, if you'd like these contacts to be automatically added to all new projects going forward, on the same Edit Team Member page > Check the 'Add to all new projects' option > Save.


New Contact (Team Member)

You can check the same options when adding new team members.
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Team Members have been added to All Existing and New projects, but still are unable to log time.

This issue may occur if the timesheet access for these contacts is disabled in the project settings. You can verify this by going to the respective Projects' Settings > Project Members > Person Details. Check if the 'Timesheet entry allowed?' option is checked.
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If it hasn't already been checked (which it should have been), you can select this option and save it. This will grant your team members access to timesheets for the corresponding project. You can repeat this procedure for the remaining projects and team members.


Note: "In case there are multiple projects and multiple team members, requiring a lot of manual work, you can reach out to our Support team and we can have that bulk updated for you. Please note, the contacts will need to be added to all existing and new projects from the Contact's card (as explained above) by yourself."
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