Add team members to a project

Add team members to a project so that they can collaborate with others and perform tasks within the project, such as modifying the bill of materials, assigning and completing tasks, and viewing and versioning documents.

In order for a user to participate in a workflow within the project, such as a change request workflow or project task workflow, they must be added to the project team with the specific role used in the workflow. Your Tenant Administrator is responsible for assigning specific roles to each user. Read more About roles and their assignment.

Add individual team members

Each project must have at least one project manager but may have many project team members under many different roles. It is also possible to add the same person to a project under multiple roles if the roles have been assigned to their account. This may enable them to participate in various workflows in different ways.

To add a team member:

1. Open the Project settings page.

2. On the right side of the page, select the Members tab.

3. Click Add Member above the member's list.

   The Add Members dialog opens.

4. From the Project Role drop-down list, select a project role. This filters the Users drop-down list to include only those that have the chosen role assigned to their account.

5. From the Users dropdwn list, select a user.

6. Repeat steps 4 and 5 for as many users as you want to add to the team.

7. Click OK.

The selected users are added to the project team in the Members tab.

Add a team to a project

A team is a group of users that do not necessarily have the same role in Upchain. You may add a team to your project, which subsequently adds all users in that team to the project. This enables flexibility in assigning business processes and configuring workflows as you are not limited to one role type or one person.

To add a team to a project:

1. Open the Project settings page.
2. On the right side of the page, select the Teams tab.
3. Click Add Team.
4. From the Team drop-down list, select your desired team.
5. Click Add.

The team is added to the project in the Teams tab.