Add users to a project

Overview

How do I add a user to my project in CxPlanner?

Each person working on a project must be assigned a Project Role, which defines their permissions and what they can do. You can either invite a new user or add someone who already exists in your company’s CxPlanner environment.

When and why to use this

Adding users is needed whenever:

• A new team member needs access to the project.
• An external stakeholder (consultant, contractor, designer) should collaborate.
• A role change requires adjusting access and permissions.

The system behavior:

• Users are invited by email and receive access automatically once accepted.
• If the user already exists in your company, they can be quickly added from a search.
• If the user is new, CxPlanner will automatically create a company profile based on their business email.

Limitations to be aware of:

• Only Admin and Manager roles can add users.
• Invitations must be sent to a business email.
• User-groups can be assigned during invitation to manage visibility and permissions.

How to - step by step

Add users to your project

You can easily bring new people into your project directly from the settings. This gives them the right access and helps your whole team stay connected in one place.

1. Go to Project Settings
2. Click on the Users-tab.
3. Choose whether to Search for existing user or Create new user.

Search for an existing user

If the person is already part of your organization, simply search for their name or email. This way, you can quickly add them without needing to re-create their details.

1. Click Search for user.
2. Type the name or email of the user.

Bulk add multiple users at once

Save time by adding several users in one go. Just open the bulk import option, enter their names and emails, and they’ll all be added to the project at once.

1. Open Search for user
2. Select Import many users
3. Type their name and email and confirm to add them to the project.

Create a new user

When someone is not yet in the system, you can invite them by entering their business email and name. Assign their role and (if needed) a user group, then send the invite — they’ll get an email and can join right away.

1. Click Create new user.
2. Enter the user’s business email and name.
3. Assign the correct Project Role.
4. Optionally assign a User-group (see User-groups on a project).
5. Click Save to send the invitation.

Project role permissions

Each project role defines what a user can do in the project:

Troubleshooting

Quick facts

• Requires: Project role Admin or Manager
• Location: Project Settings → Users
• Affects: Project membership, roles, and access permissions

Updated on: 08/25/2025