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Add users to your project

As the Project Administrator of the project-owning organization, you can quickly add users to your project.

If you're a Project Administrator, use the instructions on this page to add users to your project. If you're not, you’ll need to follow these instructions instead.
As the Project Admin, you can also Hide (Shadow) users in the Project Directory.

Tip!

  • To invite a user to a project, they’ll first need a user account created by their Organization Administrator.
  • If the Project Invitation Mode, is set to Explicit, you may be the only person who can add new users to your project.
  • Only Project Administrators from the project-owning organization can add project participants via the participant list. However, if they create custom user roles, they can also assign other users within their org with this ability.
  1. Open your projects list, from Setup > List My Projects.  

Tip!

If you don't see all your projects you may need to unhide them.

  1. Hover over the row for your project, until the ellipsis menu (three dots icon) appears. Clicking this opens a list of options. 
  2. Select Project Participants.
  1. Click Invite User to search for and invite the appropriate users. 

Adding users

  1. To find users, start entering their name (or by their company name) in the Users field. This automatically populates with possible users. Select the user you wish to invite. Do this for all the users you want to invite.  You can also click Advanced Search to add users in bulk.
  1. You can choose to send email notifications to users by selecting Send email notification in the Invite Users window. This opens the Message panel containing default invitation text, which you can edit as required.
  1. When you’ve finished, click the Invite User button at the bottom of the view.
  1. The users will now be added to the project and will receive an automatic email notification (if you chose to), outlining who has added them and to which project.
  2. If required you can change the invited users’ visibility on the project directory. Read Unhide or Hide a User in the Project Directory.

What's next?

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