Adding and removing project members

Adding a project member

Here’s how to add a member to your project:

Project members page, adding member and selecting role

  1. From within a project, click MEMBERS in the top navigation menu.

  2. Click Invite people located in the upper right to open a form that allows you to invite one or more users.

    Project members page, adding member and selecting role

  3. Enter in the email address of a user you’d like to invite, or invite multiple users at the same time by pasting in a comma or space separated list of email addresses. You can also invite existing account members by searching for their name, username, or email address.

  4. New invites will default to the member role, however, you can also choose the viewer or owner role from the invite as drop-down to the right of the user. See Project member roles for more on the differences between project roles.

  5. When ready, click the Invite button at the bottom of the form to send your invite(s).

    Project members page, adding member and selecting role

  6. In the Find by name or email field, you can filter existing project and/or account members by name, username or email address.

  7. For instance, search on your company’s email domain to produce a list of account members who’ve yet to be invited to the project. They’ll appear underneath any existing project members in the People you can invite to this project section.

    Project members page, adding member and selecting role

  8. Search on the name, username or email address of an existing project member to make changes to their role or remove them from the project.

Removing a project member

Here’s how to remove a member from your project:

  1. From within a project, click MEMBERS in the top navigation menu.

  2. You can filter existing project members by searching for their name or email address in the Find by name or email field located at the top.

  3. To the right of the appropriate member, click the member actions menu and select Remove from project from the drop-down.

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Project member roles
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Changing a project role