Adding a Team Member to Multiple Projects

Use the Add User To Multiple Projects link to add a user to multiple projects within your company. You can clone the access and roles that you have on projects to a new or existing team member. From this page you can easy on board a new user to multiple projects.

Note: This option is not available to administrators.

  1. Navigate to the Company Account.
  2. Select the link Add User To Multiple Projects link.
  3. The Add User To Multiple Projects page is displayed. The left pane displays your account details, your projects, and the role you have for each project. The right pane displays a list of users who are part of your company.
  4. From the right pane, select the user who you want to give project access.
  5. From the Assign Project section, you can select the projects and the role you want to assign to the user. From the Assign Projects section, use the checkbox to select individual projects or use the Select All checkbox on the header row to select all projects.
  6. From the Clone Team Member Settings section, you can choose your role or clone a team member's role setting. The role that you have in the project is automatically selected for the user.

    Tips:

    • The Assign Project section displays two numbers, the first number is the number of projects the selected user has access to and the second number is a count of project that will be added For example, if it displays Assign Project (1+18), the selected user is part of 1 project and the + 18 indicates that 18 projects will be added to the selected user. If the second number is 0, then there are no projects that can be added.
    • The projects displayed in gray require no action from you.
    • A crossed out project name indicates that selected user and you both have access to the same project. Projects that are displayed in gray and have the checkbox grayed out are projects for which you don't have access, but the selected user has access.
    • The projects highlighted in green are the projects you can take action on.
  7. Select Preview to view the changes.
  8. Select Save.

Last Published Thursday, May 29, 2025