Adding Team Members in admation

Any existing user in admation can be added to a project as a team member. When users are added to a project, they'll be able to access that project from their Projects menu. 

Adding Team Members for New Projects 

If you're creating your project, you can add team members by clicking the pencil icon to the right of Team. 

You'll see a pop-up window with any existing team members to select from. Click the green arrow  to add a team member to your project. All current project team members will show on the right side of the screen. From here, you'll be able to select the user's project role in that particular project using the dropdown menu. If you have mistakenly added a user to a project, you can remove them by clicking the red x icon .

Click SAVE to save your changes once you're happy with your inputs.

When you add users to a new project, they'll receive an email notification to let them know that they've been added to the team. The email will contain a link to access the project too.

Editing Team Members for Existing Projects

Once you've created your project, you may want to add or edit your team members. To do so, locate your project from the Projects list. If you'd like to make this change for a deliverable, then click into the deliverable from the menu on the left side of your project.

Type the name of the person you wish to add in the 'Add user or group' search field in the team section. Then select the user's name to add them to the project using their default project role in their user account.

You can also click the pencil icon if you'd like to make changes to a project role, or if you'd like to delete a team member from a project. 

You'll see a pop-up window with any existing team members to select from.

Click the green arrow on the left-hand side of the screen to add a team member to your project. All current project team members will show on the right side of the screen.

Editing Project Roles on Existing Projects

From this pop up, you'll also be able to select and update the user's project role in that particular project using a dropdown menu.

If you have mistakenly added a user to a project, you can remove them by clicking the red x icon .  

When you add users to an existing project, they will receive an email notification to let them know that they've been added to the team. 

Troubleshooting for Agencies

If you can't find your team members here and you're part of an agency, try adding your agency to the "Organisations" field before repeating these steps.