Skip to main content

Add Users in a Project Template

This article helps you understand how to add users in your project templates.

Updated this week

Pre-requisites:

Permission, as mentioned below, on the project template in which users are to be added:

  • You, your organisation, or a user group where you are a member must be assigned 'Admin' permission.

Below are the steps to add users to a project template:

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

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

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

  3. Follow the required steps to add users to a project (steps 2 to 4).
    ​

Next Article: Define Configurable Attributes in a Project Template (Overview)

Did this answer your question?