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How to: Add your team and users to a project

How to add contractor users to a project so that they can have access to it

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Written by Artur Brzostowski
Updated over a year ago

Adding your team to a project - Online guide

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Adding your team to a project - Text guide

  • Select 'Projects' from the navigation menu on the left

  • Use the search/filter functions to find the Project or find it in the list and select it.

  • Select the tab 'Project Team'.

  • You'll see a list of Contractor Users currently assigned to the project, and then below that a list of Subcontractor Users. You cannot select subcontractors that have been added to this Project, you only have the ability to add Contractor Users.

  • Select the drop-down underneath Contractors to see a list of all users that can be added to your project. Choose the correct name and an 'Add' button will appear. Click this to add them to the list of project users.

  • Once you have added all additional users, click 'Save' in the top right to save these changes.

  • You may also remove users via this page by clicking the 'x' in Remove column. Again, make sure to save after making any changes on this page.

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