Add people and grant project access

After you add a company or your organization to the project, choose the specific people who need to participate.

Best for: Adding another employee or company contact without duplicating the company · Requires: Projects write permission.

1. Open the project, then select Management Tools → Team.
2. In the appropriate section, select Add Team Member or the action to add people.
3. Select one or more people from that organization or company.
4. Decide whether to send invitation emails.
5. Decide whether to give project access when the dialog offers that choice.
6. Review the invitation email when shown, then complete the action.

Sending an invitation gives project access. If no invitation is sent, the project-access choice determines whether the selected person can enter the project.

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