Add Members to a Project

How to add members to a Project?

1. Go to the Sidebar → Click on Settings → Click on Team Management.

2. If no members have been invited yet, the below screen should appear. Inviting members through SSO is unavailabe for the basic plan. Please contact Sales to avail it. For now, we will go with the manual invite. Click on “Invite member manually”.

3. A form should open up with a field to invite members through email. Enter the emails of all the members to be invited → Click on the “Send Invite” button. Please note that Role creation & assignment is disabled in the basic plan. To enable it, please contact sales.

4. After Step 3, you will be navigated to the overview of Team Management where in the top menu you will find important team management modules such as Project Members, Roles, Account Members & Service Account Token. To add more members to a project, click on the “Add to Project” button on the top right corner of the screen. Note: After the initial setup of Steps 1, 2, 3 to add more members to more projects, the invitees must first be account members and must have accepted their invites.

5. View the members invited to join the Project in Step 3. Click “Resend” to resend the invite if necessary.

How to accept the invite to a project?

1. After an invite has been sent, the invitee should check their email. Please check the spam folder if no email has arrived. the email invite should look something like below:

2. Click on the “Click here to join account” button in the mail. After which a new tab opens up asking the invitee to set their password.

3. After Step 2, you will be signed in. Go to sidebar → Settings → Team Management → Project Members. Here, you will find the invitee added to the list of Project Members.