This article will go over how to add new members to an existing or newly created project.
This is useful for the following:
- Allows users to get a complete overview and visibility of a project
- Allows users to collaborate on a project
- Allows users to edit the project
Step 1: Locate Desired Project
- On the Project Overview page, locate the left menu toolbar as shown below in red:
- Select the "Teams" page and proceed to the new "Teams" window, as shown below:
- Select the "Invite Team Members..." button and proceed with direction on the screen.
- You can either, type the name directly in the box or select "Contacts" button to locate user in your contacts list.
- The next page, you would need to select the role: "Project Supplier"
- Select done and that user will now be added to the project