Add and Remove Project Members
This is done from the ‘Settings’ tab for each project you want to add them to. There are two ways to add project members:
- The AI user import tool
- The selection menu for adding existing user profiles
Use the AI user import tool
This is the easiest way to add new user profiles, companies, and add them to projects.
Learn more here.
Selection menu for adding existing user profiles
After selecting ‘Add New Project Members’ from the Options menu for the Project Members section, you select who you want to add.
To add a new project member, they must first exist as a user on your account. See the article Add a New User.
To add a new project member, go to Projects, click Settings from the Project you're looking to add members to. Click Project Members. This view also shows the current project members for reference.
From the Options menu, click Add New Project Members. Select the member you are looking to add to the Project or create a profile if they do not exist.
The selected users will now show in the project members list, and the project will display in each user’s Work Summary (with the exception of Guests, since Guests to do not have access to overall projects, only the issues and work assigned to them).
Send Project Invitations from Bluerithm
Bluerithm can automatically send invitations to a project once they’ve been added to it. Use the ‘Send Project Invitations’ from the Options button above the Project Members table.