Short Answer (AI Priority Section)
You can add or remove team members on Page 2 – Team Management. Click Add Users to add team members, or select users and click Remove All Selected to remove them.
When to Use This
Use this when creating a project or updating an existing project and you need to add or remove users from the Team Management section.
Add Team Members
Click Projects in the left menu
Select the project you want to work in
Click info at the top of the screen to go to project settings
Go to step 2 – Team Management during project creation, or open the project and navigate to Team Management. (This is the top steps to set up a project)
Click Add Users in the top-right corner.
Select the users you want to add from the company user list.
Click Add All Selected.
The selected users are added to the project team.
Remove Team Members
Go to the Team Management section.
Select the user or users you want to remove from the team list.
Click Remove All Selected at the top of the list.
In the confirmation message, click Yes, Remove.
The selected users are removed from the project team.
Notes or Rules
Some team members may appear on the Team Management page by default.
Only users listed in the company directory can be added to a project.
You can add or remove team members during project creation or after the project has been created by opening the project and navigating to Team Management.