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Add a Project Member from Non-Team Member

  • Updated

Note: Project Admin only

Note: Need Team Admin's Approval

Note: Team admin can refer to this article.

1. Open your project

2. Select project_members.png in the upper section

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3. Select Add Member

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4. Select Request Invitation

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5. Request an invitation for a new team member from the Team Admin

  • You can request an invitation for a new team member from the Team Admin by entering their company, name and email and selecting  Request an invitation to Join the team.

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  • If your request has not been approved by the Team Admin, they are shown as "Unapproved".

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6. Team Admin will need to approve the invitation for the new team member

  • The Team Admin views the Team Members according to an email from the requester and finds the unapproved team member.

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  • The Team Admin approves the request by selecting edit and opening their member information.

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7. New team members have been added to your team and also added to your project as a Viewer

  • If the invitation has not been accepted by the new team member, they are shown as "Inviting".

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  • If the invitation is accepted by the new team member, they are added as a project member as an Editor.

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8. Change project roles as needed.