Articles on: Project Management

Allow External Users to Request Adding Team Members to a Project

Overview: request users on a project


The user request flow on the project frontpage lets users with a lesser project role ask to add team members, which is used when contractors or consultants need to involve colleagues without full management rights. A Manager or Admin must approve before access is granted.


For adding users directly as Manager or Admin, see Add users to a project.


  • Your role can be Contractor or higher to request users. Your role must be Manager or Admin to approve requests.
  • You can find the menu at project frontpage - Users attached to the project - user icon with a plus (+).
  • This changes project access only after a Manager or Admin approves the request.


Only users with the project role Manager or Admin can approve and finalise adding new users to a project.


You can request one person at a time. The requested user does not gain access until approval.


How to request a new user


  1. Go to the project frontpage.
  2. Locate Users attached to the project and click the user icon with a plus (+) next to it.
  3. Enter the details of the user you want to add.
  4. Submit the request.


Screenshot: Add user request from Users attached to the project


Results: request and approval


  • The requested user does not gain access immediately
  • A project Manager or Admin must review and confirm the request
  • Once approved, the user is added with the assigned role


User role

Can request users

Can approve users

Viewer / Contractor

Yes

No

Consultant / Designer

Yes

No

Manager

Yes

Yes

Admin

Yes

Yes


Troubleshooting: request users on a project


Problem

Cause

Solution

User is not added to the project

Request not yet approved

Ask a project Manager or Admin to open the pending request and approve it

Plus (+) icon not visible

You lack access to the project frontpage user request control

Ask a project Admin or Manager to confirm your project membership and whether requests are available on this project

User still has no access

Approval pending or rejected

Ask a Manager or Admin to check the request status and approve or re-submit if rejected

Updated on: 07/26/2026

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