Articles on: Members

Member Invite from Project Module

Roles And Permissions: -


Organization Owners, Managers, and Delivery Heads can invite new members to the organization.


Project Managers (PMs) can invite new members only to the projects for which they are assigned as the Project Manager.


Member Invite from Project Module


Step 1. Navigate to the Project module from the left-side navigation panel.



Step 2. Select the desired project to open the Project Overview screen.



Step 3. On the Project Overview screen, locate the Manage Access section.



Step 4. Click on the Members option under Manage Access.



Step 5. A Manage People pop-up window will appear.



Step 6. Enter the email address of the person you would like to invite.



Step 7. Click the Invite New button to send the invitation.



Step 8. An invitation pop-up will appear. After the invitation is sent successfully, a confirmation message will be displayed on the screen.





Step 10. Go back to Project and check under member tab >>count gets increased and new invited user is a part of that specific project.



Updated on: 26/06/2026

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