How to add team members? Who can add team members?

The Project Owner and Project Admin have the authority to add and update team members for a project. Likewise, the Organisation Owner has the same privileges at the organisational level, allowing them to manage team members effectively.

1. How to add Organisation members?

Steps to add a team member to an Organisation:

1.1 Click on the "Team" option to access the organisation team. Here, you can view the current team members of the organisation and add new members as needed.

1.2  Click "Invite New User" to open a pop-up window, allowing you to add a new team member.

1.3 Enter the email address, select the role, and click on the "Create" button. You can click the information icon (i) to learn more about the different roles and permissions available at the organisation level.

The newly added member will receive an invitation email. They must accept the invitation to be added to the team. You may also check the status of the invitation in the Invitations section. If you wish to add multiple team members, repeat the above process. 

1.4 Team members who are no longer part of the organisation can be marked as "Inactive." Once marked inactive, they will no longer have access to the organisation or its projects, and they will also not be billed.

1.5 Inactive users can be directly added when uploading an offline project. This is useful if some team members who were initially part of the project are no longer involved, ensuring that their decisions are accessible without granting them access.

2. How to add Project Team members?

Steps to add a Team member for a Project:

2.1 Navigate to the "Team" option to access the Project Team section. Here, you can view the existing team members and add new members as needed.

2.2 Select "Add user" to open a pop-up window, allowing you to add a new team member.

2.3 To view a list of members added to the organisation, click "Select user" under User. Select the user and choose the role that needs to be assigned to the user. Ensure the team member has already been added to the organisation before adding them to a project. Follow the process outlined in the "How to add Organisation members?" section at the top.

2.4 The role or status of a user can be updated by clicking the "Update" button.

If you wish to add multiple team members, repeat the above process.