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 users need to be sent.

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

Alternately, in the thumb view, do a mouse hover on the project thumbnail and click on the icon. A layered page opens. Click on 'Add Users'.

3. A layered page appears. Enter required details including name and email address details of the user to be added to the project.

4. While entering details within First name/Last Name/Email, if the system finds any matching registered user, it will be displayed as an auto-suggestion for Admin to select & fill the rest of the user details.

If the system doesn't find any matching registered user with the entered email ID, an option will appear for creating a new user depending on your access. Clicking on it will open the 'Create New User' screen. Click here for detailed help on how to create a new user.

5. Next, select one or more roles to be assigned to corresponding users on the selected project.

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

7. To add more users, click on the 'Add User' option at the top right to add a row at the bottom for entering their user details and follow the same steps as 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, you need to click on the 'Status' option on the left-hand side.