Adding Users to Projects

Add or remove users to projects (Assign or unassign users to projects) invite team to collaborate on jobs.

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Dashboard > Select a Project > Project Settings > Team


Tip: A quick shortcut to access Project Settings can be found on the project tile or project line item. (More)

  1. Start by selecting the project to which you want to add users. Navigate to the project and access the "Project Settings" section.

  2. Within the project settings, locate and click on the "Team" tab.


Adding Team to Projects

Adding User

To add individual users to the project, click on the "Add Users to Project" option. In the user selection interface, you have several search options to find the desired users:

  • You can search by "User" to directly search for specific users

  • by "Titles" to filter users based on their assigned titles

  • You can specify whether the user you are looking for is "external" or "internal" to your organization.

Adding Crews

If you want to add a group of users based on the crew they belong to, click on the "Add Crew to Project" option. This allows you to add crews as a whole, simplifying the process of assigning multiple users to a project.

Note: Crews are pre-defined groups of users within your organization, typically organized based on their roles or responsibilities.


Removing User/s to Project

To remove a single user from the project, follow these steps: Click the checkbox next to the user you want to remove, then click "Actions." A dropdown menu will appear then choose "Remove from Project."

If you're removing multiple users, simply select the checkboxes next to the users you want to remove.

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