0.1 Add Members to a Project
In this article
- Who can add project members?
- Add members from a project
- Choose roles and team tags
- What happens after adding members
Who can add project members?
Project member access depends on Project Role permissions.
By default, project Managers can add members to a project and manage their project access.
Add members from a project
- Open the project.
- Go to the project member area or select the member/invite icon.
- Select Add Members.
- Choose existing account members or enter email addresses.
- Assign each member a Project Role.
- Add Team Tags if needed.
- Save or send the invite.
Choose roles and team tags
Project Role controls what the member can do inside this project.
Team Tags help organize members by team, trade, company, or workflow responsibility. They may also affect access to forms and submissions.
What happens after adding members
Existing GoBuid members can access the project based on their assigned Project Role.
New invitees receive an email invitation before they can join and access the project.