Add User(s) to a Project

Once the project has been created, you can add project participant(s) to the project. For more information, see Create a Project.

Depending on their role and access, project participants will be able to view or action documents.


To add user(s) to a project:

  1. Access the Manage Users page. For more information, see Manage Users on a Project

The Manage Users page for the specific project appears.

  1. Using the Start Typing to Search feature, search for the User you want to add to the project.

The User's name appears in the search list.

  1. Select the User.
  2. Click .

    The new user is added to the Existing Users list.

  1. Repeat steps 2 to 4 to add other Users, as required.