How to Add and Manage Team Members

Adding New Team Members

Collaboration is key in any project, and our platform allows you to easily add team members to your workspace and projects. To invite new team members, go to the "Team Management" or "Users" section, which can be found in the main navigation menu.

Once there, click on the "Invite Members" button. You’ll be prompted to enter the email addresses of the individuals you wish to invite. You can also include a personalized message in the invitation, giving the invitee a brief overview of their role or project details.

After sending the invitation, the new team members will receive an email prompting them to sign up for the platform (if they haven’t already). Once they’ve accepted the invitation, they’ll be added to your team.

Step 2: Assigning Roles and Permissions

Roles and permissions are critical for controlling what team members can and cannot do within the platform. You can also assign different roles based on the responsibilities of each user. Some common roles include:

• Admin: Full control over the platform, including managing users, settings, and billing.
• Project Manager: Can create and manage projects, assign tasks, and monitor progress.
• Team Member: Can view and complete assigned tasks, comment on tasks, and collaborate with other users.

To assign a role, navigate to the "Team Management" area and click on the name of the user whose role you want to set. From here, you can select the appropriate role from the dropdown menu. Be sure to define roles clearly to prevent any confusion over who can access or manage certain features.

Step 3: Managing Team Permissions

Beyond roles, the software allows you to fine-tune permissions. For example, within a project, you might want some users to have the ability to create tasks, while others are only allowed to view progress.

To manage these permissions, head to the "Permissions" tab within the project settings.

Here, you’ll be able to specify what actions each role or individual user can perform within a project, such as:

• Creating and Assigning Tasks: Decide who can create new tasks and assign them to others.
• Editing Project Settings: Restrict the ability to change project timelines, milestones, or other critical settings.
• Viewing Confidential Information: Control who can access sensitive data or confidential project materials.

Step 4: Communicating with Team Members

One of the key benefits of adding team members is the ability to communicate and collaborate directly within the platform. Use the built-in chat or comment features to share updates, ask questions, or provide feedback on tasks.

This ensures that all communication related to the project is kept in one place, reducing the need for external emails or messaging apps.

Additionally, encourage team members to use the @mention feature when leaving comments on tasks. This will notify the mentioned team members immediately, helping to ensure that urgent questions or updates are addressed promptly.

Step 5: Managing Team Growth

As your projects or organization grows, you may need to add more team members or adjust roles and permissions. Regularly review your team management settings to ensure that the right people have the appropriate access to projects and features.

If someone leaves the team or transitions to a different role, you can easily update or revoke their access from the "Team Management" area.