Adding Employees to a Project

How to Add Employees to a Project

Step 1. Open the desired project

Go to the project to which you want to add a team member.

Step 2. Go to the team section

Open Settings → Project Team Members.

Step 3. Add a team member

Click the “Add Employee” button and enter the details of the employee you want to invite to the project.

What Happens Next

After adding an employee, the system will automatically send them an email with instructions. The next steps depend on whether the employee is already registered on the site.

If the team member is already registered

The employee will receive an email with instructions—they simply need to log in to the site using their account. After logging into their personal account, the project they were invited to will automatically appear in the list of available projects.

If the employee is not registered

The employee will receive an email with registration instructions. To gain access to the project, they need to follow these steps:

1. Click the link in the email.
2. Enter the email address to which the email was sent.
3. Click the link in the follow-up email.
4. Create and enter a password in the appropriate field, then click “Change Password.”
5. Click “Log In” at the top of the page.

Done

Once the employee has successfully logged in to the site, the project to which they were invited will be available in their personal account—they can start working right away.