Project Members

To manage your project members,

1. Click the ① Settings on the upper right corner of your screen after entering the project.

2. On the next page, select Project Members from the setting navigator .

3. Or you can use the ② shortcut for quick access.

Invite members to the project

To invite more people to the project, click the Invite Members button in the upper right.

Invite by email

Enter one or more email addresses, using returns, spaces or tabs to split them.

Note:

• Anyone can access your project via the link in the email.

• External users will join your organization alongside joining the project.

• You can check all the invitation records in the Invitation Log.

Invite from the organization

This allows you to invite organization members to join the project directly.

1. Select the Invite My Team tab.

2. Use the search bar to find the people that you want to add to the project.

The members will join the project directly when added by this method, and they will get notified in-app.

Invite by Team Link

External users can use a team link to join the organization. Invite new members to your project after they get into your organization.

>> Learn how to use a link to invite people

Manage Project Member

Convert Project Member to Project Admin

1. Use the search bar to find the target members.

2. Click the role to expand the dropdown in the Role column.

3. Select Project Administrator to modify the role.

Remove members

Click the button in the action column to remove the member from the project.

Modify member groups

To modify member groups, you can click on Group and select the group in the drop down box or go to Organization Management > Member Management (Organization administrator permissions required).

FQA

1. Can I change transfer the project ownership to another member?

Yes. Project Owner can transfer project ownership to other project members.