Invite/Add Users to Team

In this section we'll guide you on how to add users to team.

A user can be add users to team through two different modules.

1. Add user to team from Project

2. Add user to team from User Management

3. Create and add user to team from Teams module

How to add user to team from project while inviting users to project?

1. Navigate to the Project List:

• On the left-hand side of the screen, you will see a navigation menu in the admin panel.

• Click on the "Projects" option to view the list of existing projects.

• Select the project for which you want to add a user to a team.

1. Add User to Team:

• On the project details page, locate the "Invite Users" section.

• Find the user you want to add to a team.

• Click on the three dots (ellipsis) next to the user's name.

• A dropdown menu will appear.

• Select the "Add to Team" option from the dropdown menu.

1. Select a Team:

• A modal dialog titled "Add to Team" will appear.

• Select the desired team from the dropdown menu.

• If the desired team does not exist, you can create a new team by clicking the "+ Create Team" button.

1. Add User to Team:

• Once you have selected a team, click the "Add" button.

• The user will be added to the selected team.

How to add user to team from user management?

1. Navigate to the User List:

• On the left-hand side of the screen, you will see a navigation menu in the admin panel.

• Click on the "User Management" option to view the list of users.

• Select the user for which you want to add to a team.

• Find the user you want to add to a team in the user list.

1. Add User to Team:

• Click on the three dots (ellipsis) next to the user's name.

• A dropdown menu will appear.

• Select the "Add to Team" option from the dropdown menu.

1. Select a Team:

• A modal dialog titled "Add to Team" will appear.

• Select the desired team from the dropdown menu.

• If the desired team does not exist, you can create a new team by clicking the "+ Create Team" button.

1. Add User to Team:

• Once you have selected a team, click the "Add" button.

• The user will be added to the selected team.

Additional Notes:

• Teams can be used to organise users based on their roles, skills, or specific tasks within the project.

• Users can be members of multiple teams.

• Team membership can be managed by project admins.

• Only active users can be added to team.

Note: If a user is already part of a team and is marked as inactive, all tasks and other artefacts assigned to them will remain unchanged, but new tasks cannot be assigned to the user.

How to create a team and add users from Teams module?

1. Navigate to User Management:

• On the left-hand side of the screen, you will see a navigation menu in the admin panel.

• Navigate to "User Management > Teams" option to view the list of teams.

3. Create a New Team:

• On the Teams page, click on the "+ Team" button.

• This will open a modal dialog titled "Create New Team."

4. Enter Team Details:

• In the modal dialog, provide the following information:

  • Name: Enter a unique name for the team.

  • Description: Enter a brief description of the team's purpose.

5. Select Users:

• In the "Select Users" dropdown, you can search for users by their name.

• Select the users you want to add to the team by checking the boxes next to their names.

6. Create the Team:

• Once you have entered the team details and selected the users, click the "Create" button.

• The new team will be created and the selected users will be added to the team.

Additional Notes:

• Teams can be used to organise users based on their roles, skills, or specific tasks within the project.

• Users can be members of multiple teams.

• Team membership can be managed by project admins.