Add New Users
Adding new users to your account and projects is easy.
- Add them to your account
- Add them to projects
Adding Users to Your Account
This is something you can do one at a time, or if you have several users to add at once, whether they’re guests or core team members, you can use a configuration tool we call the “User and Company Form”. It works the same as a Project Configuration Form, where you can add new items as well as edit existing ones.
These steps are made from your Company page.
If the new users are from outside your company, add their companies as guest companies first, either one at a time or all at once with the User and Company Form.
From the ‘Company’ tab in the User and Company Form, add the new companies and process the form.
Note: You can’t add new users to a company until the company already exists on your account. So to add a new user to a new company will require processing a User and Company Form twice.
Note: You may want to set new users option to receive the daily rundown emails to off until you’re ready to add them a project and have assigned them work or issues, and after you’ve sent the project invitation.
Then add the new users on the Users tab, and process the form again.
Adding Users to Projects, and Sending Invitation Emails
This is done from the ‘Settings’ tab for each project you want to add them to. 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're looking to add to the Project. You can create a profile for them if they don't 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.