Project Manager

QUICK GUIDE 07

Add project participants

Add existing organization users to the project team so they can work with actions in Team Workspace.

01

Confirm the participant users exist

Administration / Users

Check that the people who should participate in the project already exist as active organization users.

02

Open the project team

Project Management / Open project / Planning / Team

Open the project and go to the Team area in Project Management.

03

Add existing users as participants

Project Management / Open project / Planning / Team

Use the user list to add the relevant people to the project team.

04

Save the project

Project Management / Save project changes

Save the project so the selected users receive participant access to the project actions.

05

Verify Team Workspace access

Team Workspace

Confirm that participants can open Team Workspace and see the actions assigned to them.