Project members determine who can see and work on a project.
- Open a project and select Team.
- Select Add member.
- Search by name or email and choose Manager, Member, or Viewer.
- Select Add. Change a role or select Remove when access changes.
Managers can manage project work. Members can work on assigned tasks. Viewers can review information. An organization owner can see the organization’s projects; other users generally need to be project members. Suspended organization access does not grant project access.
Client and guest invitations, dashboard links, shared documents, intake forms, and customer time approvals are available only to users who can manage the project and may be plan-limited.
Related: Projects, Documents, Time approval & billing.