Add a member to a project

Before you start

• You need the Admin role in the project, or to be a Super Admin. A Member or a Viewer does not see Project settings in the sidebar.
• The search only finds people from the project’s site whose account is active. For anyone else, see Invite someone by email.
• The project must not be archived.

Find the person

1. In your project, open Project settings in the sidebar.
2. Stay on the Members & roles tab, which opens by default.
3. In the Add someone to the project field, type at least two characters. The search reads the start of the name, the start of one of its words, or the start of the email address.
4. In the list, click the person. With the keyboard, move through the list with ↓ and ↑, then confirm with Enter. A person marked Already a member cannot be chosen.

Choose their role and add them

1. In the list to the right of the field, choose the role: Admin, Member or Viewer. Member is selected by default.
2. Click Add.
3. Read the message “… joined the project.”. The person appears in the members table, with their role.

The proposed role goes back to Member after each addition. Check it before adding the next person.

If you get stuck

What you see	What to do
“Type at least 2 characters to search for an account, or a full email address.”	Keep typing.
“Nobody on this project’s site matches “…”. Type their full e-mail address to invite them.”	The person is not in the project’s site, or their account is not active. Invite them by their email address.
“This account was deactivated by a Super Admin. For it to join this project, write to a Super Admin and explain why. The Super Admin will decide whether to reactivate it.”	Write to a Super Admin. When a contact address is set up, the message gives it instead of “a Super Admin”.
“This project is archived: nobody can be invited to it any more.”	Unarchive the project first.
“This person is already a member of THIS project.”	Nothing to do. Change their role if needed in the Role column.
“The account search did not go through.”, followed by the cause	Wait a moment, then type again.

Good to know

• The person you add receives a notification in the app. They only receive an email if they have turned on email for Added to a project in their notification preferences.
• The new role applies straight away, without the person having to sign in again. What each role allows is described in Project roles and permissions.
• The list of suggestions shows names, not email addresses.
• Someone removed from a project stays in its site. You can therefore add them again directly.
• A Super Admin brings in directly anyone whose email address they type, even outside the project’s site. The person then also joins that site.