Home Tutorial Videos and Onboarding Adding a Team Member to a Project

Adding a Team Member to a Project

Last updated on Nov 03, 2026

  1. To add a company Team member to a project first open the project by pressing view.
  2. Select the Team tab on the left.
  3. Find the “+ Team Member” button in the top right.
  4. In the User Field, use the dropdown menu to select the company member you would like to add.
  5. Set their role in this project.
  6. Set their status as Active.
  7. Select “Create” when finished.