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Add Users in a Project Template

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

Updated over 3 weeks ago

Pre-requisites:

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

  • To manage the project template, 'Admin' permission must be assigned to you, your organization, or a user group in which you are a member.

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

1. In the 'Projects' area, navigate to the project template where users are to be added.

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

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

3. Follow the steps as required to add users to a project (steps 2 to 7).



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