Pre-requisites:

Role privilege as mentioned below, on the project in which users are to be added:

Below are the steps to add users to a project:

1. In the 'Projects' area, navigate to the project where you need to add users.

2. Right-click on the required project, select 'Roles & Users', then select 'Add User'.

Alternately, mouse over the project thumbnail in the thumb view and click the icon. A layered screen appears. Click 'Add Users'.

3. A layered screen appears. You can enter the required details including the name and email address details of the user to be added to the project.

4. While entering user details including first name, last name, or email address, if a matching registered user is found, it will display an auto-suggestion for the administrator to select. Once selected, the rest of the available user details will be filled in automatically, excluding the role name.

Depending on your access, an option will appear to create a new user if a matching registered user is not found. Clicking on it will open the 'Create New User' screen. You can click here to learn how to create a new user. Once the new user account is set up, their details will appear on the 'Add Users' screen.

5. Next, select one or more roles to assign to corresponding users on the chosen project.

6. Type in a message for the user who will receive an email notification once they are added to the selected project.

7. To add more users, click the 'Add User' option at the top right which adds a row at the bottom to enter the new user's details and repeat the steps for adding users mentioned above.

8. Once done, click the 'Add' button to complete adding the users. The added users will receive an email notification informing them that they have been assigned access to the selected project with related details.

9. To check the history of the users already added, click the 'Status' option on the left-hand side.