Add someone to the team

  1. Open the project's Overview and find the Team card.
  2. Click + Add a person and pick someone from your directory, or + New person… to add them (name, email, company).
  3. Use the Role dropdown on their row to choose what they can do.

Adding someone to a team doesn't let them sign in. For that, invite them.

Invite an outside consultant or client (a guest)

  1. Their firm must be one of your External Orgs first. Owners and admins add them in Admin console → External Orgs.
  2. On the project's Overview, click + Invite a guest, enter their email and pick their External Org.
  3. They get an email with a link. It only works for that email address, and it expires after 14 days.
  4. Once they accept, they see this project, and only the projects they're added to.

Project roles

  • Project admin runs the project: its details, its team and access requests. Firm people only.
  • Team member works on it: the schedule, Trackers and comments.
  • Viewer reads everything and changes nothing.
  • A guest can be a Team member only with a license. Owners and admins give licenses in Admin console → Licenses; without one, a guest is a Viewer.

Locked projects

Members see every project's card but open only the ones they're on. A card with a lock has Request access; owners, admins and that project's admins get an email and approve it in Admin console → Access requests or on the project's Overview.