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Add a participant to a project

Here, it is described how to invite participants to a project.

Updated over 7 months ago

To invite a participant to a project, follow these steps:

  1. Go to the Users module.

  2. If you are a Company admin, navigate to the New user tab; otherwise, you can choose Select from users if the participant is already registered in the company or Select from project to invite participants from another project.

  3. Enter the user details for the new participant if they are not already registered. If selecting an existing user, choose Select from users or Select from project based on your needs.

  4. A new project participant will not have any tags initially. You must manually add tags under Project participants to control folder visibility and functionality in the File manager.

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