Add users to a project

When adding a user to a project, they get assigned to a Project role. This role decides what they can do on a project.

The different Project roles

There are 6 main roles:

Admin: Can do anything on the project (change settings, delete project, etc.)
Manager: Can add new users to project, create tasks and close tasks.
Consultant: Can create new tasks and and close tasks.
Designer: Can create new tasks, re-assign tasks, but only close tasks created by the user.
Contractor: Can create new tasks, re-assign tasks, but only close tasks created by the user.
Viewer: Can only view tasks.

Who can add users to a project

Only users with the Project role: Admin or Manager can add users to a project.

Adding users

When adding users there are two options:

Create new user and add to project
Add existing user to project

The main difference is that the latter requires the user to be added to another of your projects - it's a quick add from a dropdown list.

If the user never have had access before, then you need to create the user.

When adding a new user you can specify the User-group - read more about that in the other help article.

(Help article on User-groups)

Updated on: 05/29/2024