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How to join or add users to project

Users with proper permissions

Users with permission Create/Edit on Project Configuration -> Users in Project functionality, can add other users or join the projects they can see on the Projects screen.

In order to add user or join the project perform following steps:

  1. Go to Projects screen

  2. Enter project configuration by clicking Project configuration button

  1. Go to Users in Project tab and add the users. For more details see Users in project section.

Users who lack necessary permissions

If a users lack the necessary permissions to self-assign to projects (e.g., Reporter), they will only be able to view projects that have been assigned to them. In such cases, the users should reach out to another user within their organization who has the appropriate permissions, such as an Administrator, Project Manager, or Site Manager, to ask for assistance in assigning them to a specific project.

A users can easily identify when they lack the permissions to self-assign to projects by observing the disabled filter options on the Projects screen, as shown on the picture below: