👥Invite Team Members

If you’re looking to bring new users into your project, inviting them is a straightforward process. Follow these steps to ensure a smooth onboarding experience:

Users can only be invited to an Organization project. To learn how to create an Organization click here

change request

Step 1: Go to the Administration Users Tab

Start by navigating to the Administration section and clicking on the Users tab. This is where you'll manage all user-related tasks.

Step 2: Click the “Invite User” Button

Once in the Users tab, click the “Invite User” button to open the invitation form.

Step 3: Enter Email Addresses

In the Email field, input the email addresses of the users you wish to invite. You can enter multiple addresses if inviting more than one user.

• “Apply the scope of rights of an existing user” to copy the rights from an existing user to the new users.

Step 4: Assign a Role

Select the appropriate role for the new user. The role you choose will determine their access and permissions within the project.

Step 5: Specify the Project

Assign the user to the relevant project they’ll be working on, ensuring they have access to all necessary resources.

Step 6: Add Tags and click "Invite" button

To help with user organization and navigation, add tags to the user’s account. This makes it easier to manage and locate users within the system.

Don’t worry if you’re unsure about the user’s Role, Project, or Tags – you can easily update these details later on their account page.

If you want to start from the very top instead of following one of the links here and working your way down, then we will start by discussing the Projects Tab. Click "Next" to begin.