Skip to main content

Adding members and managers to a project

Add members and managers to a Modge project so they can pick it in the desktop app, track time against it, and appear in project budgets, reports, and invoices.

D
Written by Dan Robert

A project has three lists of people: members (who can track time to it), managers (who oversee it), and viewers (read-only access, usually for clients). This article covers members and managers. Viewers are covered separately.

[screenshot of the project detail page showing the three lists]

Who can do this

Owner only.

Adding members

Members are the people who can track time to the project.

  1. Open Projects in the sidebar

  2. Click the project

  3. Open the Members tab

  4. Click Bulk add to pick multiple members at once

  5. Search and select members

  6. Save

[screenshot of the Bulk add dialog on a project]

Members appear in the project list immediately. They can now pick this project in the desktop app’s project selector.

Adding managers

Managers see all of the project’s data and can approve timesheets and leave for people working on it.

  1. From the project detail page, find the Managers section

  2. Click Add manager

  3. Pick a user from the popover and save

[screenshot of the Add manager popover]

A user added as a project manager (and not a team manager elsewhere) becomes a Manager for this project’s members only.

Removing members or managers

Both lists have a row menu with Remove. Removing someone from the members list does not delete their tracked time on this project. They simply cannot track new time to it.

Linking via team

If a project is linked to a team (see Linking projects to clients), adding members to the team does not automatically add them to the project. The two assignments are independent.

A member assigned to many projects

Members can be on as many projects as you want. In the desktop app they pick one at a time from the project dropdown.

Bulk add vs add manager

The Bulk add dialog adds people as members. To add managers, use the Managers section’s Add manager control instead. Managers are added one at a time on most pages.

Did this answer your question?