How to invite members/Client from project?

The Members tab is designed to display and manage the details of team members associated with a specific project. Here's an explanation:

How to navigate to the People tab

1. Navigate to Project Module

2. Navigate to People tab

• click on project kebab menu and click on view project also you can click on project name then you will redirect to project overview page
• Click on Project Settings (top right side corner)
• Click on People & Rates

Here, you can view existing members and add new members to the project

Key Features of the Members Tab:

• List of Members:
• Displays all team members assigned to the project.
• Includes their profile pictures, names, and email addresses.

• Project Role :
• Allows selecting or modifying the role of each team member, such as User and Project Manager using the dropdown menu.
• Here you can able to view client of the project.
• Only the Organization Owner/Manager, Delivery Head and Project Manager of that project can change the user role.

• Pay and Bill Rates:
• Bill Rate: The hourly rate you charge your clients for each person on this project. If a user's project rate is not set, the user's site-wide rate

will be used.

• Bill rate and Pay rate column is only visible to Organization Owner/Manager, Delivery Head and Project Manager of that project.

• Date Added:
• Tracks the date each member was added to the project.

• Selection Checkbox:
• The checkbox allows selecting single member or multiple members for batch action, such as remove from particular project, Set bill rate and Set pay rate.
• Only the Organization Owner/Manager, Delivery Head and Project Manager of that project can see the check boxes and remove the

member from particular project.

• Search Option
• Here you can directly search member based on assigned role in project, like if you select user role then all member are searched, there role is user in project.
• You can also search for members directly by name through the Search tab.

How to add members to a project.

• Organization Owners/Managers, Delivery Heads and Project Managers of that project can view the Add Member tab and invite a new

member, If the member can accept the invitation then the member will be directly added to that project.

• Click on Add Member >>Members>> Enter the email id >> click on Invite new.
• You will also be able to add the user who already exists in the organization for this search username and select this user and then click on (+) icon then the same user is automatically added to that project.

Updated on: 13/05/2026