Add users to a project
Overview: add users to a project
Adding users in Project Settings assigns each person a project role that defines their permissions, which is used when inviting a new team member or granting access to someone who already exists in your company.
For what each role can do, see Description of project roles for users. For user groups, see Manage user-group permissions on a project.
- Your role must be Admin or Manager.
- You can find the menu at Project Settings - Users.
- This changes project membership, roles, and access.
Invitations must use a business email. CxPlanner creates a company profile for new users based on that email.
How to add users to a project
Open the Users tab
- Go to Project Settings.
- Click the Users tab.
- Choose Search for existing user or Create new user.
Create a new user
- Click Create new user.
- Enter the user's business email and name.
- Assign the correct project role.
- Optionally assign a User-group.
- Click Save to send the invitation.
Search for an existing user
- Click Search for user.
- Type the name or email of the user.
- Select the user and confirm their project role.
Bulk add multiple users at once
- Open Search for user.
- Select Import many users.
- Enter their names and emails and confirm to add them to the project.
Add one user to many projects
Your company role must be Admin for this path.
- Click your avatar in the top right corner.
- Select Users.
- Locate the user and click Info.
- Assign the user to multiple projects in that panel.
Results: project role permissions
Project role | Permissions |
|---|---|
Admin | Full access - manage settings, users, tasks, delete project |
Manager | Add users, create and close tasks |
Consultant | Create and close tasks |
Designer | Create tasks, reassign tasks, close own tasks only |
Contractor | Create tasks, reassign tasks, close own tasks only |
Viewer | View-only access |
Troubleshooting: add users to a project
Problem | Cause | Solution |
|---|---|---|
Cannot add a user | Project role is below Manager | Ask a project Admin or Manager to add the user, or to raise your role |
Invitation not received | Email filtered as spam, or address wrong | Ask the user to check spam/junk; confirm the business email spelling and resend if needed |
Wrong company assigned | Non-business email used | Invite again with a business email |
User exists but not found in search | Different email spelling or account | Search with the exact business email |
Email bounced or not delivered | Address does not exist, or inbox is full | Correct the email, or ask the user to free inbox space, then invite again |
Updated on: 07/26/2026
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