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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 7).



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