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 '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 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 system finds any matching registered user, it will be displayed as auto-suggestion for Admin to select & fill rest of the user details.

If system doesn't find any matching registered user with 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 'Add User' option at the top right to add an additional row at the bottom for entering their user details and follow the same steps as mentioned above.

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

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